NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,082,830 shares; 2024Q4: 18,170,137 shares; 2025Q1: 18,947,765 shares; 2025Q2: 19,003,313 shares; 2025Q3: 21,145,717 shares; 2025Q4: 25,485,060 shares; 2026Q1: 26,182,385 shares 26,182,385 $4.57B 5.33% +697,325 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,674,034 shares; 2024Q4: 14,134,239 shares; 2025Q1: 14,436,742 shares; 2025Q2: 15,727,127 shares; 2025Q3: 16,414,338 shares; 2025Q4: 17,268,228 shares; 2026Q1: 17,695,216 shares 17,695,216 $4.49B 5.24% +426,988 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394,215 shares; 2024Q4: 4,536,926 shares; 2025Q1: 4,772,190 shares; 2025Q2: 4,959,031 shares; 2025Q3: 5,140,687 shares; 2025Q4: 5,428,997 shares; 2026Q1: 5,473,014 shares 5,473,014 $3.57B 4.17% +44,017 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,839,709 shares; 2024Q4: 28,664,739 shares; 2025Q1: 29,627,432 shares; 2025Q2: 30,654,506 shares; 2025Q3: 31,736,615 shares; 2025Q4: 32,997,394 shares; 2026Q1: 35,566,989 shares 35,566,989 $2.28B 2.66% +2,569,595 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368,891 shares; 2024Q4: 4,157,979 shares; 2025Q1: 4,318,000 shares; 2025Q2: 4,707,317 shares; 2025Q3: 4,878,198 shares; 2025Q4: 5,374,644 shares; 2026Q1: 5,786,681 shares 5,786,681 $2.14B 2.5% +412,037 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427,453 shares; 2024Q4: 4,538,997 shares; 2025Q1: 4,912,379 shares; 2025Q2: 5,266,121 shares; 2025Q3: 5,819,266 shares; 2025Q4: 6,264,907 shares; 2026Q1: 6,681,607 shares 6,681,607 $1.39B 1.62% +416,700 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,259,357 shares; 2024Q4: 7,968,950 shares; 2025Q1: 9,238,165 shares; 2025Q2: 9,817,500 shares; 2025Q3: 10,816,427 shares; 2025Q4: 12,060,633 shares; 2026Q1: 13,748,217 shares 13,748,217 $1.36B 1.59% +1,687,584 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,606,460 shares; 2024Q4: 3,743,694 shares; 2025Q1: 3,968,221 shares; 2025Q2: 4,096,516 shares; 2025Q3: 4,198,516 shares; 2025Q4: 4,419,825 shares; 2026Q1: 4,672,155 shares 4,672,155 $1.34B 1.57% +252,330 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376,582 shares; 2024Q4: 3,502,307 shares; 2025Q1: 3,597,171 shares; 2025Q2: 3,838,173 shares; 2025Q3: 3,882,370 shares; 2025Q4: 3,867,019 shares; 2026Q1: 3,543,657 shares 3,543,657 $1.1B 1.28% -323,362 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,410,701 shares; 2024Q4: 12,824,258 shares; 2025Q1: 13,678,865 shares; 2025Q2: 13,961,480 shares; 2025Q3: 14,356,821 shares; 2025Q4: 15,042,290 shares; 2026Q1: 16,112,547 shares 16,112,547 $1.09B 1.27% +1,070,257 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,048,234 shares; 2024Q4: 4,060,266 shares; 2025Q1: 4,482,765 shares; 2025Q2: 4,659,847 shares; 2025Q3: 4,720,356 shares; 2025Q4: 5,055,379 shares; 2026Q1: 5,060,711 shares 5,060,711 $993M 1.16% +5,332 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245,152 shares; 2024Q4: 1,284,758 shares; 2025Q1: 1,332,527 shares; 2025Q2: 1,385,062 shares; 2025Q3: 1,427,929 shares; 2025Q4: 1,509,172 shares; 2026Q1: 1,507,932 shares 1,507,932 $979M 1.14% -1,240 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518,890 shares; 2024Q4: 2,679,863 shares; 2025Q1: 2,774,723 shares; 2025Q2: 3,130,571 shares; 2025Q3: 3,304,544 shares; 2025Q4: 3,028,638 shares; 2026Q1: 3,085,976 shares 3,085,976 $908M 1.06% +57,338 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,508,605 shares; 2024Q4: 8,774,559 shares; 2025Q1: 8,648,044 shares; 2025Q2: 8,983,504 shares; 2025Q3: 9,251,750 shares; 2025Q4: 9,726,760 shares; 2026Q1: 9,746,939 shares 9,746,939 $882M 1.03% +20,179 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,251,727 shares; 2024Q4: 9,718,320 shares; 2025Q1: 11,434,147 shares; 2025Q2: 12,555,562 shares; 2025Q3: 14,004,882 shares; 2025Q4: 16,120,286 shares; 2026Q1: 18,948,193 shares 18,948,193 $875M 1.02% +2,827,907 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632,338 shares; 2024Q4: 1,651,458 shares; 2025Q1: 1,745,935 shares; 2025Q2: 1,786,816 shares; 2025Q3: 1,789,012 shares; 2025Q4: 1,832,360 shares; 2026Q1: 1,898,195 shares 1,898,195 $829M 0.97% +65,835 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888,385 shares; 2024Q4: 949,713 shares; 2025Q1: 1,014,466 shares; 2025Q2: 1,129,516 shares; 2025Q3: 1,369,447 shares; 2025Q4: 1,467,617 shares; 2026Q1: 1,423,014 shares 1,423,014 $814M 0.95% -44,603 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385,409 shares; 2024Q4: 12,705,607 shares; 2025Q1: 13,009,043 shares; 2025Q2: 13,177,456 shares; 2025Q3: 13,117,163 shares; 2025Q4: 13,043,354 shares; 2026Q1: 14,027,303 shares 14,027,303 $758M 0.88% +983,949 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535,235 shares; 2024Q4: 1,656,972 shares; 2025Q1: 1,787,429 shares; 2025Q2: 2,050,428 shares; 2025Q3: 2,280,326 shares; 2025Q4: 2,389,216 shares; 2026Q1: 2,572,127 shares 2,572,127 $738M 0.86% +182,911 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228,680 shares; 2024Q4: 2,151,934 shares; 2025Q1: 1,409,395 shares; 2025Q2: 1,452,035 shares; 2025Q3: 1,748,938 shares; 2025Q4: 1,825,358 shares; 2026Q1: 1,878,272 shares 1,878,272 $698M 0.82% +52,914 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760,626 shares; 2024Q4: 982,519 shares; 2025Q1: 1,015,285 shares; 2025Q2: 1,060,981 shares; 2025Q3: 1,056,940 shares; 2025Q4: 1,084,500 shares; 2026Q1: 1,115,794 shares 1,115,794 $644M 0.75% +31,294 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,765 shares; 2024Q4: 563,676 shares; 2025Q1: 591,403 shares; 2025Q2: 623,353 shares; 2025Q3: 645,477 shares; 2025Q4: 663,979 shares; 2026Q1: 693,861 shares 693,861 $638M 0.74% +29,882 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344,922 shares; 2024Q4: 1,399,263 shares; 2025Q1: 1,548,750 shares; 2025Q2: 1,709,460 shares; 2025Q3: 1,836,151 shares; 2025Q4: 2,006,606 shares; 2026Q1: 2,133,931 shares 2,133,931 $613M 0.72% +127,325 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580,291 shares; 2024Q4: 3,728,779 shares; 2025Q1: 3,969,079 shares; 2025Q2: 4,186,456 shares; 2025Q3: 4,346,434 shares; 2025Q4: 4,685,015 shares; 2026Q1: 4,909,217 shares 4,909,217 $610M 0.71% +224,202 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,852,870 shares; 2024Q4: 6,175,049 shares; 2025Q1: 6,486,050 shares; 2025Q2: 7,090,503 shares; 2025Q3: 7,586,232 shares; 2025Q4: 8,338,176 shares; 2026Q1: 8,698,552 shares 8,698,552 $606M 0.71% +360,376 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031,589 shares; 2024Q4: 1,052,104 shares; 2025Q1: 1,077,875 shares; 2025Q2: 1,093,676 shares; 2025Q3: 1,132,905 shares; 2025Q4: 1,216,150 shares; 2026Q1: 1,256,077 shares 1,256,077 $602M 0.7% +39,927 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578,249 shares; 2024Q4: 1,589,665 shares; 2025Q1: 1,631,814 shares; 2025Q2: 1,774,182 shares; 2025Q3: 1,797,872 shares; 2025Q4: 1,788,055 shares; 2026Q1: 1,854,681 shares 1,854,681 $595M 0.69% +66,626 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323,883 shares; 2024Q4: 1,411,338 shares; 2025Q1: 1,570,085 shares; 2025Q2: 1,709,529 shares; 2025Q3: 1,823,575 shares; 2025Q4: 1,965,932 shares; 2026Q1: 2,215,685 shares 2,215,685 $580M 0.68% +249,753 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,291,232 shares; 2024Q4: 17,176,803 shares; 2025Q1: 17,277,037 shares; 2025Q2: 17,810,580 shares; 2025Q3: 17,849,389 shares; 2025Q4: 20,078,592 shares; 2026Q1: 19,764,193 shares 19,764,193 $576M 0.67% -314,399 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,118 shares; 2024Q4: 757,409 shares; 2025Q1: 782,836 shares; 2025Q2: 810,912 shares; 2025Q3: 834,508 shares; 2025Q4: 858,740 shares; 2026Q1: 898,405 shares 898,405 $537M 0.63% +39,665 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857,165 shares; 2024Q4: 361,393 shares; 2025Q1: 2,121,606 shares; 2025Q2: 2,142,105 shares; 2025Q3: 2,099,592 shares; 2025Q4: 2,433,623 shares; 2026Q1: 4,645,974 shares 4,645,974 $518M 0.6% +2,212,351 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653,518 shares; 2024Q4: 3,869,358 shares; 2025Q1: 4,154,818 shares; 2025Q2: 4,355,243 shares; 2025Q3: 3,837,146 shares; 2025Q4: 3,521,902 shares; 2026Q1: 3,562,752 shares 3,562,752 $484M 0.57% +40,850 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,495 shares; 2024Q4: 53,648 shares; 2025Q1: 83,398 shares; 2025Q2: 425,950 shares; 2025Q3: 463,346 shares; 2025Q4: 499,287 shares; 2026Q1: 552,162 shares 552,162 $482M 0.56% +52,875 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576,952 shares; 2024Q4: 1,615,121 shares; 2025Q1: 1,692,210 shares; 2025Q2: 1,793,476 shares; 2025Q3: 1,844,069 shares; 2025Q4: 1,899,142 shares; 2026Q1: 1,928,325 shares 1,928,325 $471M 0.55% +29,183 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754,222 shares; 2024Q4: 1,819,147 shares; 2025Q1: 2,233,977 shares; 2025Q2: 2,357,497 shares; 2025Q3: 2,433,191 shares; 2025Q4: 2,555,313 shares; 2026Q1: 2,583,593 shares 2,583,593 $438M 0.51% +28,280 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,119 shares; 2024Q4: 356,151 shares; 2025Q1: 357,112 shares; 2025Q2: 393,957 shares; 2025Q3: 399,894 shares; 2025Q4: 396,333 shares; 2026Q1: 437,088 shares 437,088 $436M 0.51% +40,755 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632,660 shares; 2024Q4: 2,704,481 shares; 2025Q1: 2,879,222 shares; 2025Q2: 2,940,450 shares; 2025Q3: 2,943,575 shares; 2025Q4: 2,833,423 shares; 2026Q1: 2,940,512 shares 2,940,512 $425M 0.5% +107,089 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,758,438 shares; 2024Q4: 3,668,595 shares; 2025Q1: 3,662,628 shares; 2025Q2: 3,617,068 shares; 2025Q3: 3,604,139 shares; 2025Q4: 3,665,537 shares; 2026Q1: 3,565,694 shares 3,565,694 $403M 0.47% -99,843 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895,130 shares; 2024Q4: 914,380 shares; 2025Q1: 1,014,919 shares; 2025Q2: 1,037,140 shares; 2025Q3: 1,053,171 shares; 2025Q4: 1,071,393 shares; 2026Q1: 1,076,357 shares 1,076,357 $379M 0.44% +4,964 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910,299 shares; 2024Q4: 971,892 shares; 2025Q1: 1,018,551 shares; 2025Q2: 1,095,891 shares; 2025Q3: 1,136,584 shares; 2025Q4: 1,129,019 shares; 2026Q1: 1,127,180 shares 1,127,180 $371M 0.43% -1,839 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354,619 shares; 2024Q4: 1,497,299 shares; 2025Q1: 1,587,297 shares; 2025Q2: 1,496,630 shares; 2025Q3: 1,460,755 shares; 2025Q4: 1,466,054 shares; 2026Q1: 1,393,999 shares 1,393,999 $347M 0.4% -72,055 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607,868 shares; 2024Q4: 1,687,195 shares; 2025Q1: 1,682,137 shares; 2025Q2: 1,833,145 shares; 2025Q3: 1,606,483 shares; 2025Q4: 1,622,905 shares; 2026Q1: 1,664,863 shares 1,664,863 $345M 0.4% +41,958 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673,320 shares; 2024Q4: 1,795,029 shares; 2025Q1: 2,738,173 shares; 2025Q2: 2,492,387 shares; 2025Q3: 2,527,966 shares; 2025Q4: 2,753,230 shares; 2026Q1: 2,795,221 shares 2,795,221 $336M 0.39% +41,991 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856,072 shares; 2024Q4: 883,689 shares; 2025Q1: 926,384 shares; 2025Q2: 1,060,959 shares; 2025Q3: 1,022,505 shares; 2025Q4: 1,010,957 shares; 2026Q1: 1,059,618 shares 1,059,618 $320M 0.37% +48,661 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,389 shares; 2024Q4: 574,594 shares; 2025Q1: 577,867 shares; 2025Q2: 598,857 shares; 2025Q3: 603,846 shares; 2025Q4: 648,675 shares; 2026Q1: 634,854 shares 634,854 $317M 0.37% -13,821 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958,301 shares; 2024Q4: 2,953,043 shares; 2025Q1: 2,926,968 shares; 2025Q2: 3,047,023 shares; 2025Q3: 2,784,997 shares; 2025Q4: 3,277,441 shares; 2026Q1: 3,127,682 shares 3,127,682 $304M 0.35% -149,759 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760,418 shares; 2024Q4: 1,000,678 shares; 2025Q1: 1,135,461 shares; 2025Q2: 1,099,433 shares; 2025Q3: 1,072,139 shares; 2025Q4: 1,369,062 shares; 2026Q1: 1,451,983 shares 1,451,983 $302M 0.35% +82,921 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521,446 shares; 2024Q4: 2,709,626 shares; 2025Q1: 2,806,549 shares; 2025Q2: 3,027,456 shares; 2025Q3: 3,139,132 shares; 2025Q4: 3,166,107 shares; 2026Q1: 3,193,065 shares 3,193,065 $297M 0.35% +26,958 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279,876 shares; 2024Q4: 1,429,938 shares; 2025Q1: 1,427,487 shares; 2025Q2: 1,407,483 shares; 2025Q3: 1,385,233 shares; 2025Q4: 1,392,298 shares; 2026Q1: 1,363,406 shares 1,363,406 $293M 0.34% -28,892 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500,179 shares; 2024Q4: 610,598 shares; 2025Q1: 816,583 shares; 2025Q2: 920,207 shares; 2025Q3: 1,116,617 shares; 2025Q4: 1,252,363 shares; 2026Q1: 1,962,003 shares 1,962,003 $287M 0.33% +709,640 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057,190 shares; 2024Q4: 1,082,859 shares; 2025Q1: 1,110,497 shares; 2025Q2: 1,164,283 shares; 2025Q3: 1,339,689 shares; 2025Q4: 1,370,393 shares; 2026Q1: 1,316,270 shares 1,316,270 $286M 0.33% -54,123 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659,047 shares; 2024Q4: 7,950,753 shares; 2025Q1: 8,247,544 shares; 2025Q2: 8,687,414 shares; 2025Q3: 8,773,478 shares; 2025Q4: 9,103,028 shares; 2026Q1: 9,175,772 shares 9,175,772 $280M 0.33% +72,744 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296,330 shares; 2024Q4: 1,318,519 shares; 2025Q1: 1,354,285 shares; 2025Q2: 1,390,390 shares; 2025Q3: 1,268,527 shares; 2025Q4: 1,500,049 shares; 2026Q1: 1,671,419 shares 1,671,419 $267M 0.31% +171,370 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,326,538 shares; 2024Q4: 10,168,084 shares; 2025Q1: 9,874,440 shares; 2025Q2: 9,628,895 shares; 2025Q3: 9,584,115 shares; 2025Q4: 10,235,455 shares; 2026Q1: 10,381,527 shares 10,381,527 $266M 0.31% +146,072 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,599 shares; 2024Q4: 740,287 shares; 2025Q1: 752,057 shares; 2025Q2: 805,741 shares; 2025Q3: 820,743 shares; 2025Q4: 846,008 shares; 2026Q1: 837,902 shares 837,902 $260M 0.3% -8,106 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,902 shares; 2024Q4: 126,250 shares; 2025Q1: 138,540 shares; 2025Q2: 151,344 shares; 2025Q3: 159,069 shares; 2025Q4: 1,660,086 shares; 2026Q1: 2,703,091 shares 2,703,091 $260M 0.3% +1,043,005 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369,092 shares; 2024Q4: 2,467,182 shares; 2025Q1: 2,547,371 shares; 2025Q2: 2,666,045 shares; 2025Q3: 2,804,678 shares; 2025Q4: 2,875,927 shares; 2026Q1: 2,971,912 shares 2,971,912 $252M 0.29% +95,985 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 35 shares; 2025Q1: 274 shares; 2025Q2: 311 shares; 2025Q3: 348 shares; 2025Q4: 346 shares; 2026Q1: 350 shares 350 $251M 0.29% +4 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,518,971 shares; 2024Q4: 8,924,084 shares; 2025Q1: 8,900,370 shares; 2025Q2: 8,822,688 shares; 2025Q3: 8,917,283 shares; 2025Q4: 8,951,435 shares; 2026Q1: 9,995,681 shares 9,995,681 $247M 0.29% +1,044,246 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,843 shares; 2024Q4: 401,051 shares; 2025Q1: 434,236 shares; 2025Q2: 460,099 shares; 2025Q3: 494,823 shares; 2025Q4: 537,549 shares; 2026Q1: 624,406 shares 624,406 $244M 0.28% +86,857 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559,161 shares; 2024Q4: 546,201 shares; 2025Q1: 563,439 shares; 2025Q2: 579,441 shares; 2025Q3: 578,768 shares; 2025Q4: 584,629 shares; 2026Q1: 567,884 shares 567,884 $242M 0.28% -16,745 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,180 shares; 2024Q4: 583,032 shares; 2025Q1: 472,558 shares; 2025Q2: 480,148 shares; 2025Q3: 482,982 shares; 2025Q4: 494,907 shares; 2026Q1: 2,037,091 shares 2,037,091 $242M 0.28% +1,542,184 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,311 shares; 2024Q4: 571,002 shares; 2025Q1: 584,416 shares; 2025Q2: 591,883 shares; 2025Q3: 605,092 shares; 2025Q4: 606,408 shares; 2026Q1: 726,690 shares 726,690 $239M 0.28% +120,282 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106,232 shares; 2024Q4: 1,106,614 shares; 2025Q1: 1,096,426 shares; 2025Q2: 1,113,524 shares; 2025Q3: 1,116,038 shares; 2025Q4: 1,191,076 shares; 2026Q1: 1,126,708 shares 1,126,708 $238M 0.28% -64,368 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318,259 shares; 2024Q4: 8,210,530 shares; 2025Q1: 8,235,659 shares; 2025Q2: 7,836,326 shares; 2025Q3: 7,253,548 shares; 2025Q4: 6,899,443 shares; 2026Q1: 7,606,319 shares 7,606,319 $233M 0.27% +706,876 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,953 shares; 2024Q4: 231,214 shares; 2025Q1: 240,807 shares; 2025Q2: 295,642 shares; 2025Q3: 307,029 shares; 2025Q4: 322,922 shares; 2026Q1: 320,709 shares 320,709 $227M 0.27% -2,213 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705,736 shares; 2024Q4: 1,932,089 shares; 2025Q1: 1,987,573 shares; 2025Q2: 1,897,180 shares; 2025Q3: 1,878,029 shares; 2025Q4: 2,048,932 shares; 2026Q1: 2,108,214 shares 2,108,214 $224M 0.26% +59,282 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902,247 shares; 2024Q4: 949,602 shares; 2025Q1: 993,065 shares; 2025Q2: 1,042,134 shares; 2025Q3: 1,081,027 shares; 2025Q4: 1,179,388 shares; 2026Q1: 1,222,327 shares 1,222,327 $223M 0.26% +42,939 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156,821 shares; 2024Q4: 1,649,549 shares; 2025Q1: 2,419,330 shares; 2025Q2: 2,634,980 shares; 2025Q3: 2,938,811 shares; 2025Q4: 3,632,956 shares; 2026Q1: 4,727,615 shares 4,727,615 $223M 0.26% +1,094,659 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,051 shares; 2024Q4: 75,243 shares; 2025Q1: 299,204 shares; 2025Q2: 357,470 shares; 2025Q3: 387,445 shares; 2025Q4: 393,231 shares; 2026Q1: 444,481 shares 444,481 $220M 0.26% +51,250 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743,125 shares; 2024Q4: 1,804,791 shares; 2025Q1: 1,748,838 shares; 2025Q2: 1,745,765 shares; 2025Q3: 1,737,543 shares; 2025Q4: 1,742,455 shares; 2026Q1: 1,734,841 shares 1,734,841 $216M 0.25% -7,614 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206,615 shares; 2024Q4: 2,212,272 shares; 2025Q1: 2,307,685 shares; 2025Q2: 2,414,125 shares; 2025Q3: 2,562,515 shares; 2025Q4: 2,601,225 shares; 2026Q1: 2,479,197 shares 2,479,197 $214M 0.25% -122,028 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,524,812 shares; 2024Q4: 2,998,344 shares; 2025Q1: 3,142,242 shares; 2025Q2: 3,258,439 shares; 2025Q3: 3,542,195 shares; 2025Q4: 3,957,789 shares; 2026Q1: 4,267,150 shares 4,267,150 $213M 0.25% +309,361 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134,149 shares; 2024Q4: 1,169,659 shares; 2025Q1: 1,585,877 shares; 2025Q2: 1,987,532 shares; 2025Q3: 2,362,710 shares; 2025Q4: 2,711,729 shares; 2026Q1: 2,994,330 shares 2,994,330 $212M 0.25% +282,601 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,559 shares; 2024Q4: 505,935 shares; 2025Q1: 508,740 shares; 2025Q2: 535,883 shares; 2025Q3: 535,599 shares; 2025Q4: 546,824 shares; 2026Q1: 580,691 shares 580,691 $207M 0.24% +33,867 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934,577 shares; 2024Q4: 5,142,599 shares; 2025Q1: 4,495,888 shares; 2025Q2: 4,418,246 shares; 2025Q3: 4,449,247 shares; 2025Q4: 4,659,049 shares; 2026Q1: 4,474,043 shares 4,474,043 $204M 0.24% -185,006 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613,851 shares; 2024Q4: 522,541 shares; 2025Q1: 559,803 shares; 2025Q2: 533,081 shares; 2025Q3: 564,196 shares; 2025Q4: 554,587 shares; 2026Q1: 2,121,331 shares 2,121,331 $199M 0.23% +1,566,744 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,462 shares; 2025Q1: 6,486 shares; 2025Q2: 4,219 shares; 2025Q3: 309,556 shares; 2025Q4: 314,376 shares; 2026Q1: 329,181 shares 329,181 $199M 0.23% +14,805 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,460 shares; 2024Q4: 46,334 shares; 2025Q1: 317,335 shares; 2025Q2: 506,026 shares; 2025Q3: 556,595 shares; 2025Q4: 721,018 shares; 2026Q1: 711,127 shares 711,127 $198M 0.23% -9,891 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,365 shares; 2024Q4: 751,130 shares; 2025Q1: 778,807 shares; 2025Q2: 1,557,443 shares; 2025Q3: 1,595,635 shares; 2025Q4: 1,606,077 shares; 2026Q1: 4,204,660 shares 4,204,660 $195M 0.23% +2,598,583 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927,657 shares; 2025Q1: 950,812 shares; 2025Q2: 975,510 shares; 2025Q3: 978,956 shares; 2025Q4: 921,242 shares; 2026Q1: 907,874 shares 907,874 $194M 0.23% -13,368 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,125 shares; 2024Q4: 271,506 shares; 2025Q1: 441,820 shares; 2025Q2: 455,981 shares; 2025Q3: 446,766 shares; 2025Q4: 423,915 shares; 2026Q1: 447,240 shares 447,240 $192M 0.22% +23,325 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160,593 shares; 2024Q4: 3,050,311 shares; 2025Q1: 2,888,439 shares; 2025Q2: 2,816,348 shares; 2025Q3: 2,643,106 shares; 2025Q4: 2,598,771 shares; 2026Q1: 2,718,697 shares 2,718,697 $191M 0.22% +119,926 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,965 shares; 2024Q4: 222,948 shares; 2025Q1: 373,193 shares; 2025Q2: 417,466 shares; 2025Q3: 545,078 shares; 2025Q4: 562,632 shares; 2026Q1: 563,809 shares 563,809 $190M 0.22% +1,177 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388,059 shares; 2024Q4: 2,368,661 shares; 2025Q1: 2,226,741 shares; 2025Q2: 2,123,820 shares; 2025Q3: 2,136,786 shares; 2025Q4: 2,316,179 shares; 2026Q1: 2,462,918 shares 2,462,918 $188M 0.22% +146,739 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908,540 shares; 2024Q4: 1,905,778 shares; 2025Q1: 2,007,756 shares; 2025Q2: 1,986,264 shares; 2025Q3: 1,991,438 shares; 2025Q4: 1,986,060 shares; 2026Q1: 2,120,019 shares 2,120,019 $188M 0.22% +133,959 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846,431 shares; 2024Q4: 2,070,959 shares; 2025Q1: 2,193,296 shares; 2025Q2: 2,301,923 shares; 2025Q3: 2,354,612 shares; 2025Q4: 2,400,080 shares; 2026Q1: 2,408,984 shares 2,408,984 $187M 0.22% +8,904 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,600 shares; 2024Q4: 143,217 shares; 2025Q1: 155,138 shares; 2025Q2: 160,817 shares; 2025Q3: 162,362 shares; 2025Q4: 153,222 shares; 2026Q1: 124,766 shares 124,766 $184M 0.21% -28,456 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,630 shares; 2024Q4: 466,542 shares; 2025Q1: 475,805 shares; 2025Q2: 525,269 shares; 2025Q3: 573,964 shares; 2025Q4: 588,298 shares; 2026Q1: 603,947 shares 603,947 $180M 0.21% +15,649 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,876 shares; 2024Q4: 220,722 shares; 2025Q1: 258,949 shares; 2025Q2: 262,074 shares; 2025Q3: 304,580 shares; 2025Q4: 364,298 shares; 2026Q1: 522,169 shares 522,169 $176M 0.21% +157,871 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,103 shares; 2024Q4: 359,268 shares; 2025Q1: 377,633 shares; 2025Q2: 399,446 shares; 2025Q3: 413,981 shares; 2025Q4: 419,635 shares; 2026Q1: 413,771 shares 413,771 $172M 0.2% -5,864 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,890 shares; 2024Q4: 285,710 shares; 2025Q1: 273,073 shares; 2025Q2: 291,013 shares; 2025Q3: 288,063 shares; 2025Q4: 308,823 shares; 2026Q1: 502,097 shares 502,097 $172M 0.2% +193,274 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608,961 shares; 2024Q4: 1,639,655 shares; 2025Q1: 1,700,229 shares; 2025Q2: 1,735,279 shares; 2025Q3: 1,733,034 shares; 2025Q4: 1,775,314 shares; 2026Q1: 1,748,719 shares 1,748,719 $170M 0.2% -26,595 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,807 shares; 2024Q4: 708,805 shares; 2025Q1: 640,124 shares; 2025Q2: 627,185 shares; 2025Q3: 656,707 shares; 2025Q4: 673,232 shares; 2026Q1: 675,655 shares 675,655 $168M 0.2% +2,423 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276,664 shares; 2024Q4: 2,436,602 shares; 2025Q1: 2,876,620 shares; 2025Q2: 3,199,194 shares; 2025Q3: 3,544,648 shares; 2025Q4: 3,858,052 shares; 2026Q1: 4,279,724 shares 4,279,724 $167M 0.19% +421,672 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,066 shares; 2024Q4: 153,037 shares; 2025Q1: 162,117 shares; 2025Q2: 169,438 shares; 2025Q3: 175,592 shares; 2025Q4: 180,439 shares; 2026Q1: 197,078 shares 197,078 $167M 0.19% +16,639 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,044 shares; 2024Q4: 31,281 shares; 2025Q1: 1,130,628 shares; 2025Q2: 2,462,277 shares; 2025Q3: 2,599,122 shares; 2025Q4: 2,679,161 shares; 2026Q1: 2,791,500 shares 2,791,500 $165M 0.19% +112,339 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306,823 shares; 2024Q4: 1,404,724 shares; 2025Q1: 1,480,383 shares; 2025Q2: 1,851,930 shares; 2025Q3: 1,884,053 shares; 2025Q4: 1,951,330 shares; 2026Q1: 2,134,839 shares 2,134,839 $162M 0.19% +183,509 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953,184 shares; 2024Q4: 926,656 shares; 2025Q1: 961,465 shares; 2025Q2: 813,453 shares; 2025Q3: 879,417 shares; 2025Q4: 982,521 shares; 2026Q1: 1,034,418 shares 1,034,418 $161M 0.19% +51,897 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334,257 shares; 2024Q4: 3,300,768 shares; 2025Q1: 3,548,957 shares; 2025Q2: 3,744,938 shares; 2025Q3: 3,701,458 shares; 2025Q4: 3,764,666 shares; 2026Q1: 4,117,890 shares 4,117,890 $160M 0.19% +353,224 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,578,928 shares; 2024Q4: 4,754,319 shares; 2025Q1: 4,837,213 shares; 2025Q2: 5,093,501 shares; 2025Q3: 5,381,621 shares; 2025Q4: 5,633,937 shares; 2026Q1: 5,509,393 shares 5,509,393 $160M 0.19% -124,544 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,736 shares; 2024Q4: 175,766 shares; 2025Q1: 244,642 shares; 2025Q2: 300,755 shares; 2025Q3: 413,214 shares; 2025Q4: 431,206 shares; 2026Q1: 2,484,960 shares 2,484,960 $156M 0.18% +2,053,754 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106,683 shares; 2024Q4: 1,115,921 shares; 2025Q1: 1,101,726 shares; 2025Q2: 1,114,306 shares; 2025Q3: 1,119,988 shares; 2025Q4: 1,139,382 shares; 2026Q1: 1,096,242 shares 1,096,242 $156M 0.18% -43,140 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480,181 shares; 2024Q4: 1,543,271 shares; 2025Q1: 1,570,807 shares; 2025Q2: 1,570,686 shares; 2025Q3: 1,600,059 shares; 2025Q4: 1,684,074 shares; 2026Q1: 2,113,128 shares 2,113,128 $156M 0.18% +429,054 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539,654 shares; 2024Q4: 1,571,454 shares; 2025Q1: 1,614,483 shares; 2025Q2: 1,653,331 shares; 2025Q3: 1,753,513 shares; 2025Q4: 1,878,718 shares; 2026Q1: 2,000,360 shares 2,000,360 $154M 0.18% +121,642 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013,489 shares; 2024Q4: 1,072,872 shares; 2025Q1: 1,141,501 shares; 2025Q2: 1,181,996 shares; 2025Q3: 1,186,115 shares; 2025Q4: 1,123,458 shares; 2026Q1: 1,034,224 shares 1,034,224 $152M 0.18% -89,234 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709,370 shares; 2024Q4: 1,705,947 shares; 2025Q1: 787,538 shares; 2025Q2: 890,633 shares; 2025Q3: 652,818 shares; 2025Q4: 631,957 shares; 2026Q1: 747,258 shares 747,258 $152M 0.18% +115,301 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,938 shares; 2024Q4: 217,625 shares; 2025Q1: 244,167 shares; 2025Q2: 299,460 shares; 2025Q3: 330,770 shares; 2025Q4: 374,972 shares; 2026Q1: 524,925 shares 524,925 $149M 0.17% +149,953 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695,433 shares; 2024Q4: 727,396 shares; 2025Q1: 763,091 shares; 2025Q2: 790,806 shares; 2025Q3: 844,296 shares; 2025Q4: 875,721 shares; 2026Q1: 896,855 shares 896,855 $148M 0.17% +21,134 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009,530 shares; 2024Q4: 1,036,812 shares; 2025Q1: 1,071,017 shares; 2025Q2: 1,085,637 shares; 2025Q3: 1,146,514 shares; 2025Q4: 1,159,494 shares; 2026Q1: 1,123,879 shares 1,123,879 $147M 0.17% -35,615 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299,451 shares; 2024Q4: 3,413,922 shares; 2025Q1: 3,764,583 shares; 2025Q2: 3,777,597 shares; 2025Q3: 3,961,957 shares; 2025Q4: 4,142,087 shares; 2026Q1: 4,257,033 shares 4,257,033 $144M 0.17% +114,946 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750,225 shares; 2024Q4: 1,858,408 shares; 2025Q1: 1,890,320 shares; 2025Q2: 1,926,219 shares; 2025Q3: 2,174,728 shares; 2025Q4: 2,810,108 shares; 2026Q1: 2,819,146 shares 2,819,146 $142M 0.17% +9,038 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026,837 shares; 2024Q4: 3,131,016 shares; 2025Q1: 3,302,798 shares; 2025Q2: 3,186,775 shares; 2025Q3: 3,080,462 shares; 2025Q4: 3,135,416 shares; 2026Q1: 2,984,153 shares 2,984,153 $142M 0.17% -151,263 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542,348 shares; 2024Q4: 554,952 shares; 2025Q1: 566,805 shares; 2025Q2: 583,642 shares; 2025Q3: 583,850 shares; 2025Q4: 621,957 shares; 2026Q1: 609,264 shares 609,264 $140M 0.16% -12,693 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,722 shares; 2024Q4: 556,618 shares; 2025Q1: 523,733 shares; 2025Q2: 546,443 shares; 2025Q3: 560,005 shares; 2025Q4: 1,084,520 shares; 2026Q1: 1,046,587 shares 1,046,587 $139M 0.16% -37,933 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,032 shares; 2024Q4: 340,747 shares; 2025Q1: 356,853 shares; 2025Q2: 371,861 shares; 2025Q3: 376,517 shares; 2025Q4: 374,987 shares; 2026Q1: 379,801 shares 379,801 $136M 0.16% +4,814 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752,139 shares; 2024Q4: 788,131 shares; 2025Q1: 837,332 shares; 2025Q2: 846,165 shares; 2025Q3: 884,315 shares; 2025Q4: 907,952 shares; 2026Q1: 870,677 shares 870,677 $135M 0.16% -37,275 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711,405 shares; 2024Q4: 620,713 shares; 2025Q1: 593,225 shares; 2025Q2: 576,937 shares; 2025Q3: 548,397 shares; 2025Q4: 552,074 shares; 2026Q1: 553,551 shares 553,551 $135M 0.16% +1,477 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,911 shares; 2025Q1: 113,286 shares; 2025Q2: 114,563 shares; 2025Q3: 115,407 shares; 2025Q4: 127,041 shares; 2026Q1: 140,493 shares 140,493 $135M 0.16% +13,452 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054,189 shares; 2024Q4: 1,075,496 shares; 2025Q1: 1,270,828 shares; 2025Q2: 1,285,569 shares; 2025Q3: 1,331,083 shares; 2025Q4: 1,502,485 shares; 2026Q1: 1,365,582 shares 1,365,582 $134M 0.16% -136,903 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149,094 shares; 2024Q4: 2,133,630 shares; 2025Q1: 2,154,678 shares; 2025Q2: 2,129,124 shares; 2025Q3: 2,411,850 shares; 2025Q4: 2,599,852 shares; 2026Q1: 2,741,434 shares 2,741,434 $134M 0.16% +141,582 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,282 shares; 2024Q4: 359,504 shares; 2025Q1: 446,801 shares; 2025Q2: 472,467 shares; 2025Q3: 497,089 shares; 2025Q4: 515,037 shares; 2026Q1: 550,311 shares 550,311 $133M 0.16% +35,274 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,765 shares; 2024Q4: 168,603 shares; 2025Q1: 182,636 shares; 2025Q2: 191,264 shares; 2025Q3: 204,054 shares; 2025Q4: 221,808 shares; 2026Q1: 245,167 shares 245,167 $132M 0.15% +23,359 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,138 shares; 2024Q4: 535,294 shares; 2025Q1: 387,070 shares; 2025Q2: 456,395 shares; 2025Q3: 500,806 shares; 2025Q4: 521,037 shares; 2026Q1: 1,307,508 shares 1,307,508 $131M 0.15% +786,471 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635,723 shares; 2024Q4: 656,303 shares; 2025Q1: 698,295 shares; 2025Q2: 776,800 shares; 2025Q3: 821,889 shares; 2025Q4: 786,974 shares; 2026Q1: 655,145 shares 655,145 $127M 0.15% -131,829 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996,549 shares; 2025Q1: 874,389 shares; 2025Q2: 941,060 shares; 2025Q3: 851,490 shares; 2025Q4: 992,702 shares; 2026Q1: 1,036,165 shares 1,036,165 $127M 0.15% +43,463 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,777 shares; 2024Q4: 76,579 shares; 2025Q1: 79,104 shares; 2025Q2: 83,065 shares; 2025Q3: 113,997 shares; 2025Q4: 136,986 shares; 2026Q1: 146,129 shares 146,129 $126M 0.15% +9,143 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,063 shares; 2024Q4: 488,508 shares; 2025Q1: 497,975 shares; 2025Q2: 500,231 shares; 2025Q3: 511,215 shares; 2025Q4: 544,918 shares; 2026Q1: 535,034 shares 535,034 $126M 0.15% -9,884 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,802 shares; 2024Q4: 469,145 shares; 2025Q1: 513,504 shares; 2025Q2: 555,382 shares; 2025Q3: 551,883 shares; 2025Q4: 687,099 shares; 2026Q1: 654,854 shares 654,854 $126M 0.15% -32,245 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232,037 shares; 2024Q4: 3,996,283 shares; 2025Q1: 4,286,330 shares; 2025Q2: 4,217,210 shares; 2025Q3: 4,289,929 shares; 2025Q4: 4,454,313 shares; 2026Q1: 4,996,510 shares 4,996,510 $125M 0.15% +542,197 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304,037 shares; 2024Q4: 1,371,373 shares; 2025Q1: 1,437,554 shares; 2025Q2: 1,509,575 shares; 2025Q3: 1,613,546 shares; 2025Q4: 1,742,024 shares; 2026Q1: 1,860,164 shares 1,860,164 $125M 0.15% +118,140 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247,925 shares; 2024Q4: 1,306,192 shares; 2025Q1: 1,331,582 shares; 2025Q2: 1,368,429 shares; 2025Q3: 1,429,095 shares; 2025Q4: 1,449,635 shares; 2026Q1: 1,389,406 shares 1,389,406 $122M 0.14% -60,229 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,347 shares; 2024Q4: 251,940 shares; 2025Q1: 266,933 shares; 2025Q2: 292,032 shares; 2025Q3: 494,154 shares; 2025Q4: 548,060 shares; 2026Q1: 528,745 shares 528,745 $122M 0.14% -19,315 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,667,714 shares; 2024Q4: 1,749,116 shares; 2025Q1: 1,822,081 shares; 2025Q2: 1,933,939 shares; 2025Q3: 2,020,000 shares; 2025Q4: 2,108,727 shares; 2026Q1: 2,094,975 shares 2,094,975 $119M 0.14% -13,752 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,168 shares; 2024Q4: 360,403 shares; 2025Q1: 383,439 shares; 2025Q2: 404,593 shares; 2025Q3: 425,348 shares; 2025Q4: 457,299 shares; 2026Q1: 497,553 shares 497,553 $118M 0.14% +40,254 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,936 shares; 2024Q4: 20,959 shares; 2025Q1: 19,831 shares; 2025Q2: 20,616 shares; 2025Q3: 21,519 shares; 2025Q4: 26,467 shares; 2026Q1: 28,089 shares 28,089 $118M 0.14% +1,622 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,544 shares; 2024Q4: 506,132 shares; 2025Q1: 430,869 shares; 2025Q2: 385,043 shares; 2025Q3: 418,029 shares; 2025Q4: 422,016 shares; 2026Q1: 428,226 shares 428,226 $116M 0.14% +6,210 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326,270 shares; 2024Q4: 2,410,727 shares; 2025Q1: 2,459,006 shares; 2025Q2: 2,575,995 shares; 2025Q3: 2,811,330 shares; 2025Q4: 3,057,911 shares; 2026Q1: 3,395,085 shares 3,395,085 $114M 0.13% +337,174 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,471 shares; 2024Q4: 457,960 shares; 2025Q1: 566,564 shares; 2025Q2: 587,936 shares; 2025Q3: 582,615 shares; 2025Q4: 621,313 shares; 2026Q1: 603,456 shares 603,456 $111M 0.13% -17,857 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,604 shares; 2024Q4: 419,204 shares; 2025Q1: 431,826 shares; 2025Q2: 445,756 shares; 2025Q3: 379,912 shares; 2025Q4: 400,274 shares; 2026Q1: 479,855 shares 479,855 $108M 0.13% +79,581 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,520 shares; 2024Q4: 616,992 shares; 2025Q1: 975,582 shares; 2025Q2: 762,476 shares; 2025Q3: 741,282 shares; 2025Q4: 878,240 shares; 2026Q1: 1,179,437 shares 1,179,437 $108M 0.13% +301,197 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,544 shares; 2024Q4: 219,167 shares; 2025Q1: 43,635 shares; 2025Q2: 63,551 shares; 2025Q3: 161,260 shares; 2025Q4: 525,309 shares; 2026Q1: 714,157 shares 714,157 $107M 0.13% +188,848 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,544 shares; 2024Q4: 813,273 shares; 2025Q1: 762,265 shares; 2025Q2: 674,564 shares; 2025Q3: 706,115 shares; 2025Q4: 693,080 shares; 2026Q1: 772,787 shares 772,787 $107M 0.12% +79,707 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867,736 shares; 2024Q4: 887,028 shares; 2025Q1: 919,416 shares; 2025Q2: 885,795 shares; 2025Q3: 903,776 shares; 2025Q4: 1,344,888 shares; 2026Q1: 1,744,281 shares 1,744,281 $106M 0.12% +399,393 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,028 shares; 2024Q4: 98,052 shares; 2025Q1: 110,104 shares; 2025Q2: 130,538 shares; 2025Q3: 279,439 shares; 2025Q4: 342,166 shares; 2026Q1: 357,919 shares 357,919 $106M 0.12% +15,753 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,542,039 shares; 2024Q4: 3,627,357 shares; 2025Q1: 3,723,189 shares; 2025Q2: 3,672,150 shares; 2025Q3: 3,733,130 shares; 2025Q4: 3,799,306 shares; 2026Q1: 3,425,136 shares 3,425,136 $104M 0.12% -374,170 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,611 shares; 2024Q4: 387,389 shares; 2025Q1: 406,449 shares; 2025Q2: 405,938 shares; 2025Q3: 402,131 shares; 2025Q4: 461,312 shares; 2026Q1: 536,221 shares 536,221 $103M 0.12% +74,909 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,069 shares; 2024Q4: 420,240 shares; 2025Q1: 435,333 shares; 2025Q2: 452,257 shares; 2025Q3: 460,317 shares; 2025Q4: 471,283 shares; 2026Q1: 473,557 shares 473,557 $103M 0.12% +2,274 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,835 shares; 2024Q4: 492,338 shares; 2025Q1: 508,887 shares; 2025Q2: 502,838 shares; 2025Q3: 500,078 shares; 2025Q4: 531,496 shares; 2026Q1: 478,153 shares 478,153 $102M 0.12% -53,343 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,770 shares; 2024Q4: 130,986 shares; 2025Q1: 134,702 shares; 2025Q2: 148,008 shares; 2025Q3: 157,214 shares; 2025Q4: 151,822 shares; 2026Q1: 321,166 shares 321,166 $102M 0.12% +169,344 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,347 shares; 2024Q4: 609,740 shares; 2025Q1: 848,804 shares; 2025Q2: 960,770 shares; 2025Q3: 1,139,934 shares; 2025Q4: 1,284,984 shares; 2026Q1: 1,411,241 shares 1,411,241 $101M 0.12% +126,257 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,094 shares; 2024Q4: 121,804 shares; 2025Q1: 104,228 shares; 2025Q2: 110,805 shares; 2025Q3: 117,072 shares; 2025Q4: 148,533 shares; 2026Q1: 167,451 shares 167,451 $101M 0.12% +18,918 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,637 shares; 2024Q4: 403,987 shares; 2025Q1: 410,438 shares; 2025Q2: 427,239 shares; 2025Q3: 733,577 shares; 2025Q4: 836,162 shares; 2026Q1: 886,672 shares 886,672 $100M 0.12% +50,510 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,421 shares; 2024Q4: 448,546 shares; 2025Q1: 460,802 shares; 2025Q2: 457,562 shares; 2025Q3: 425,494 shares; 2025Q4: 432,621 shares; 2026Q1: 576,070 shares 576,070 $99.9M 0.12% +143,449 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179,518 shares; 2024Q4: 1,166,670 shares; 2025Q1: 1,215,500 shares; 2025Q2: 1,205,188 shares; 2025Q3: 1,216,943 shares; 2025Q4: 1,055,276 shares; 2026Q1: 1,075,243 shares 1,075,243 $99.7M 0.12% +19,967 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454,287 shares; 2024Q4: 2,944,405 shares; 2025Q1: 2,940,431 shares; 2025Q2: 2,838,326 shares; 2025Q3: 2,843,740 shares; 2025Q4: 2,911,311 shares; 2026Q1: 3,386,087 shares 3,386,087 $98.5M 0.11% +474,776 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,359 shares; 2024Q4: 554,578 shares; 2025Q1: 598,389 shares; 2025Q2: 655,550 shares; 2025Q3: 674,525 shares; 2025Q4: 709,685 shares; 2026Q1: 614,174 shares 614,174 $98.4M 0.11% -95,511 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,588 shares; 2025Q1: 12,641 shares; 2025Q2: 21,815 shares; 2025Q3: 31,940 shares; 2025Q4: 95,215 shares; 2026Q1: 123,954 shares 123,954 $95.7M 0.11% +28,739 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,151 shares; 2024Q4: 309,637 shares; 2025Q1: 327,672 shares; 2025Q2: 357,817 shares; 2025Q3: 369,488 shares; 2025Q4: 1,997,489 shares; 2026Q1: 910,343 shares 910,343 $95.2M 0.11% -1,087,146 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735,962 shares; 2024Q4: 802,615 shares; 2025Q1: 829,783 shares; 2025Q2: 818,504 shares; 2025Q3: 837,819 shares; 2025Q4: 873,911 shares; 2026Q1: 883,807 shares 883,807 $94.1M 0.11% +9,896 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,225 shares; 2024Q4: 264,481 shares; 2025Q1: 275,723 shares; 2025Q2: 293,165 shares; 2025Q3: 339,150 shares; 2025Q4: 484,255 shares; 2026Q1: 470,693 shares 470,693 $93.3M 0.11% -13,562 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,209 shares; 2024Q4: 28,721 shares; 2025Q1: 32,989 shares; 2025Q2: 64,682 shares; 2025Q3: 67,914 shares; 2025Q4: 70,555 shares; 2026Q1: 69,973 shares 69,973 $92.4M 0.11% -582 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,400 shares; 2024Q4: 362,519 shares; 2025Q1: 394,048 shares; 2025Q2: 406,144 shares; 2025Q3: 411,817 shares; 2025Q4: 425,884 shares; 2026Q1: 480,042 shares 480,042 $92.1M 0.11% +54,158 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,333 shares; 2024Q4: 135,809 shares; 2025Q1: 146,597 shares; 2025Q2: 148,490 shares; 2025Q3: 141,023 shares; 2025Q4: 142,813 shares; 2026Q1: 160,856 shares 160,856 $90.6M 0.11% +18,043 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,566 shares; 2024Q4: 407,691 shares; 2025Q1: 656,456 shares; 2025Q2: 736,504 shares; 2025Q3: 819,238 shares; 2025Q4: 888,953 shares; 2026Q1: 959,383 shares 959,383 $90.4M 0.11% +70,430 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,013 shares; 2024Q4: 105,522 shares; 2025Q1: 111,871 shares; 2025Q2: 118,034 shares; 2025Q3: 81,419 shares; 2025Q4: 189,960 shares; 2026Q1: 433,957 shares 433,957 $89.5M 0.1% +243,997 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473,320 shares; 2024Q4: 1,449,015 shares; 2025Q1: 1,557,435 shares; 2025Q2: 1,666,335 shares; 2025Q3: 1,680,297 shares; 2025Q4: 1,811,376 shares; 2026Q1: 1,898,596 shares 1,898,596 $89M 0.1% +87,220 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838,489 shares; 2024Q4: 826,203 shares; 2025Q1: 862,239 shares; 2025Q2: 866,336 shares; 2025Q3: 861,123 shares; 2025Q4: 868,738 shares; 2026Q1: 862,573 shares 862,573 $87.9M 0.1% -6,165 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,984 shares; 2024Q4: 550,525 shares; 2025Q1: 579,105 shares; 2025Q2: 611,088 shares; 2025Q3: 622,241 shares; 2025Q4: 664,330 shares; 2026Q1: 621,970 shares 621,970 $86.7M 0.1% -42,360 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,584 shares; 2024Q4: 569,205 shares; 2025Q1: 618,411 shares; 2025Q2: 632,430 shares; 2025Q3: 618,245 shares; 2025Q4: 666,081 shares; 2026Q1: 674,595 shares 674,595 $86.4M 0.1% +8,514 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,287 shares; 2024Q4: 235,116 shares; 2025Q1: 272,168 shares; 2025Q2: 472,694 shares; 2025Q3: 394,136 shares; 2025Q4: 351,082 shares; 2026Q1: 462,597 shares 462,597 $86.3M 0.1% +111,515 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,803 shares; 2024Q4: 532,347 shares; 2025Q1: 537,817 shares; 2025Q2: 538,670 shares; 2025Q3: 555,838 shares; 2025Q4: 569,968 shares; 2026Q1: 583,072 shares 583,072 $86.3M 0.1% +13,104 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885,778 shares; 2024Q4: 1,547,456 shares; 2025Q1: 1,520,712 shares; 2025Q2: 1,877,604 shares; 2025Q3: 2,324,614 shares; 2025Q4: 1,483,466 shares; 2026Q1: 1,519,420 shares 1,519,420 $86.3M 0.1% +35,954 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,981 shares; 2024Q4: 225,082 shares; 2025Q1: 274,628 shares; 2025Q2: 569,857 shares; 2025Q3: 613,078 shares; 2025Q4: 632,816 shares; 2026Q1: 674,806 shares 674,806 $85.3M 0.1% +41,990 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706,706 shares; 2024Q4: 2,161,181 shares; 2025Q1: 2,187,656 shares; 2025Q2: 2,135,799 shares; 2025Q3: 2,165,452 shares; 2025Q4: 2,204,963 shares; 2026Q1: 2,727,890 shares 2,727,890 $84.5M 0.1% +522,927 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,426 shares; 2024Q4: 70,389 shares; 2025Q1: 71,553 shares; 2025Q2: 74,031 shares; 2025Q3: 74,489 shares; 2025Q4: 76,016 shares; 2026Q1: 85,881 shares 85,881 $84.2M 0.1% +9,865 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,650 shares; 2024Q4: 311,375 shares; 2025Q1: 290,111 shares; 2025Q2: 410,487 shares; 2025Q3: 421,611 shares; 2025Q4: 340,058 shares; 2026Q1: 435,221 shares 435,221 $82.5M 0.1% +95,163 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,603 shares; 2024Q4: 110,580 shares; 2025Q1: 116,993 shares; 2025Q2: 136,961 shares; 2025Q3: 163,663 shares; 2025Q4: 232,933 shares; 2026Q1: 251,327 shares 251,327 $81.9M 0.1% +18,394 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,268 shares; 2024Q4: 351,601 shares; 2025Q1: 373,009 shares; 2025Q2: 451,779 shares; 2025Q3: 431,904 shares; 2025Q4: 473,814 shares; 2026Q1: 494,146 shares 494,146 $81.7M 0.1% +20,332 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884,169 shares; 2024Q4: 1,014,829 shares; 2025Q1: 1,120,544 shares; 2025Q2: 1,939,344 shares; 2025Q3: 1,542,270 shares; 2025Q4: 2,056,636 shares; 2026Q1: 1,874,603 shares 1,874,603 $79.7M 0.09% -182,033 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 688,315 shares; 2024Q4: 684,225 shares; 2025Q1: 691,375 shares; 2025Q2: 691,859 shares; 2025Q3: 630,639 shares; 2025Q4: 636,389 shares; 2026Q1: 635,630 shares 635,630 $79.5M 0.09% -759 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370,311 shares; 2024Q4: 1,451,618 shares; 2025Q1: 1,625,663 shares; 2025Q2: 1,709,598 shares; 2025Q3: 1,742,187 shares; 2025Q4: 1,571,229 shares; 2026Q1: 1,561,623 shares 1,561,623 $79.1M 0.09% -9,606 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847,338 shares; 2024Q4: 827,284 shares; 2025Q1: 834,705 shares; 2025Q2: 858,477 shares; 2025Q3: 874,194 shares; 2025Q4: 932,849 shares; 2026Q1: 937,195 shares 937,195 $78.3M 0.09% +4,346 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,395 shares; 2024Q4: 363,088 shares; 2025Q1: 371,278 shares; 2025Q2: 399,542 shares; 2025Q3: 473,470 shares; 2025Q4: 472,737 shares; 2026Q1: 447,765 shares 447,765 $77.3M 0.09% -24,972 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,868 shares; 2024Q4: 484,982 shares; 2025Q1: 478,158 shares; 2025Q2: 190,379 shares; 2025Q3: 172,602 shares; 2025Q4: 212,545 shares; 2026Q1: 620,633 shares 620,633 $75.2M 0.09% +408,088 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758,655 shares; 2024Q4: 796,535 shares; 2025Q1: 785,548 shares; 2025Q2: 811,563 shares; 2025Q3: 834,653 shares; 2025Q4: 916,716 shares; 2026Q1: 943,829 shares 943,829 $75.1M 0.09% +27,113 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260,085 shares; 2024Q4: 1,273,383 shares; 2025Q1: 1,287,201 shares; 2025Q2: 1,348,554 shares; 2025Q3: 1,893,420 shares; 2025Q4: 1,838,997 shares; 2026Q1: 724,342 shares 724,342 $74.4M 0.09% -1,114,655 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371,923 shares 371,923 $73.3M 0.09% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,195 shares; 2024Q4: 490,154 shares; 2025Q1: 497,672 shares; 2025Q2: 528,285 shares; 2025Q3: 552,333 shares; 2025Q4: 573,296 shares; 2026Q1: 567,915 shares 567,915 $73.1M 0.09% -5,381 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,593 shares; 2024Q4: 102,031 shares; 2025Q1: 106,121 shares; 2025Q2: 112,450 shares; 2025Q3: 138,121 shares; 2025Q4: 170,404 shares; 2026Q1: 204,460 shares 204,460 $72.8M 0.09% +34,056 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,480 shares; 2024Q4: 172,591 shares; 2025Q1: 558,158 shares; 2025Q2: 597,388 shares; 2025Q3: 644,636 shares; 2025Q4: 698,019 shares; 2026Q1: 364,521 shares 364,521 $72.3M 0.08% -333,498 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,442 shares; 2024Q4: 259,415 shares; 2025Q1: 388,692 shares; 2025Q2: 393,918 shares; 2025Q3: 403,980 shares; 2025Q4: 464,925 shares; 2026Q1: 715,799 shares 715,799 $72.1M 0.08% +250,874 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,836 shares; 2024Q4: 159,114 shares; 2025Q1: 165,390 shares; 2025Q2: 177,393 shares; 2025Q3: 174,094 shares; 2025Q4: 186,719 shares; 2026Q1: 195,895 shares 195,895 $72M 0.08% +9,176 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,958 shares; 2024Q4: 136,717 shares; 2025Q1: 163,576 shares; 2025Q2: 512,174 shares; 2025Q3: 539,590 shares; 2025Q4: 576,535 shares; 2026Q1: 602,905 shares 602,905 $71.6M 0.08% +26,370 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,230 shares; 2024Q4: 450,952 shares; 2025Q1: 489,714 shares; 2025Q2: 1,101,967 shares; 2025Q3: 1,041,625 shares; 2025Q4: 1,050,247 shares; 2026Q1: 1,039,283 shares 1,039,283 $71M 0.08% -10,964 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,355 shares; 2024Q4: 598,865 shares; 2025Q1: 627,705 shares; 2025Q2: 615,419 shares; 2025Q3: 621,484 shares; 2025Q4: 637,944 shares; 2026Q1: 616,991 shares 616,991 $70.8M 0.08% -20,953 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160,083 shares; 2024Q4: 1,228,000 shares; 2025Q1: 1,225,373 shares; 2025Q2: 1,211,751 shares; 2025Q3: 1,248,410 shares; 2025Q4: 1,311,644 shares; 2026Q1: 1,342,638 shares 1,342,638 $70.6M 0.08% +30,994 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,705 shares; 2024Q4: 500,208 shares; 2025Q1: 530,701 shares; 2025Q2: 530,407 shares; 2025Q3: 507,674 shares; 2025Q4: 549,039 shares; 2026Q1: 536,646 shares 536,646 $70.3M 0.08% -12,393 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,675 shares; 2024Q4: 84,354 shares; 2025Q1: 439,725 shares; 2025Q2: 455,651 shares; 2025Q3: 458,866 shares; 2025Q4: 446,710 shares; 2026Q1: 443,885 shares 443,885 $69.8M 0.08% -2,825 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984,757 shares; 2024Q4: 1,251,282 shares; 2025Q1: 1,204,311 shares; 2025Q2: 1,259,358 shares; 2025Q3: 1,312,394 shares; 2025Q4: 1,221,727 shares; 2026Q1: 1,384,562 shares 1,384,562 $69.5M 0.08% +162,835 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,795 shares; 2024Q4: 89,122 shares; 2025Q1: 94,485 shares; 2025Q2: 105,900 shares; 2025Q3: 100,345 shares; 2025Q4: 132,129 shares; 2026Q1: 149,353 shares 149,353 $68.8M 0.08% +17,224 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,279 shares; 2024Q4: 153,569 shares; 2025Q1: 158,384 shares; 2025Q2: 160,277 shares; 2025Q3: 171,427 shares; 2025Q4: 161,672 shares; 2026Q1: 166,650 shares 166,650 $67.9M 0.08% +4,978 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,225 shares; 2024Q4: 116,961 shares; 2025Q1: 132,065 shares; 2025Q2: 1,093,642 shares; 2025Q3: 1,175,255 shares; 2025Q4: 1,235,528 shares; 2026Q1: 1,231,009 shares 1,231,009 $67.9M 0.08% -4,519 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635,708 shares; 2024Q4: 650,538 shares; 2025Q1: 708,796 shares; 2025Q2: 396,515 shares; 2025Q3: 446,062 shares; 2025Q4: 591,224 shares; 2026Q1: 627,401 shares 627,401 $67.9M 0.08% +36,177 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,352 shares; 2024Q4: 49,898 shares; 2025Q1: 53,086 shares; 2025Q2: 98,996 shares; 2025Q3: 106,161 shares; 2025Q4: 127,381 shares; 2026Q1: 155,000 shares 155,000 $67M 0.08% +27,619 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,341 shares; 2024Q4: 146,179 shares; 2025Q1: 154,574 shares; 2025Q2: 170,680 shares; 2025Q3: 164,069 shares; 2025Q4: 288,177 shares; 2026Q1: 221,111 shares 221,111 $66.9M 0.08% -67,066 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,362 shares; 2024Q4: 393,467 shares; 2025Q1: 423,403 shares; 2025Q2: 422,222 shares; 2025Q3: 451,168 shares; 2025Q4: 512,667 shares; 2026Q1: 504,429 shares 504,429 $66.7M 0.08% -8,238 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,085 shares; 2024Q4: 165,903 shares; 2025Q1: 458,246 shares; 2025Q2: 472,103 shares; 2025Q3: 508,802 shares; 2025Q4: 530,905 shares; 2026Q1: 505,319 shares 505,319 $66.2M 0.08% -25,586 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,015 shares; 2024Q4: 670,992 shares; 2025Q1: 693,390 shares; 2025Q2: 720,494 shares; 2025Q3: 765,075 shares; 2025Q4: 780,501 shares; 2026Q1: 833,855 shares 833,855 $66.1M 0.08% +53,354 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,920 shares; 2024Q4: 726,763 shares; 2025Q1: 666,935 shares; 2025Q2: 796,883 shares; 2025Q3: 815,172 shares; 2025Q4: 867,219 shares; 2026Q1: 888,630 shares 888,630 $66.1M 0.08% +21,411 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058,419 shares; 2024Q4: 1,054,275 shares; 2025Q1: 1,066,748 shares; 2025Q2: 1,117,316 shares; 2025Q3: 1,116,899 shares; 2025Q4: 1,153,276 shares; 2026Q1: 1,152,602 shares 1,152,602 $65.8M 0.08% -674 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,399 shares; 2024Q4: 100,637 shares; 2025Q1: 101,544 shares; 2025Q2: 105,365 shares; 2025Q3: 105,154 shares; 2025Q4: 104,560 shares; 2026Q1: 106,752 shares 106,752 $65.7M 0.08% +2,192 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,727 shares; 2024Q4: 351,978 shares; 2025Q1: 336,973 shares; 2025Q2: 148,904 shares; 2025Q3: 151,278 shares; 2025Q4: 154,049 shares; 2026Q1: 133,642 shares 133,642 $65.7M 0.08% -20,407 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,547 shares; 2024Q4: 71,401 shares; 2025Q1: 73,664 shares; 2025Q2: 72,649 shares; 2025Q3: 76,874 shares; 2025Q4: 89,966 shares; 2026Q1: 93,958 shares 93,958 $65.6M 0.08% +3,992 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,189 shares; 2024Q4: 197,770 shares; 2025Q1: 196,418 shares; 2025Q2: 203,119 shares; 2025Q3: 209,417 shares; 2025Q4: 211,206 shares; 2026Q1: 212,492 shares 212,492 $64.2M 0.07% +1,286 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533,102 shares; 2024Q4: 651,174 shares; 2025Q1: 927,248 shares; 2025Q2: 994,378 shares; 2025Q3: 1,054,882 shares; 2025Q4: 1,029,441 shares; 2026Q1: 970,088 shares 970,088 $64M 0.07% -59,353 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072,534 shares; 2024Q4: 1,132,511 shares; 2025Q1: 1,133,934 shares; 2025Q2: 1,156,571 shares; 2025Q3: 1,248,030 shares; 2025Q4: 1,284,486 shares; 2026Q1: 1,320,761 shares 1,320,761 $64M 0.07% +36,275 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,634 shares; 2024Q4: 98,349 shares; 2025Q1: 93,437 shares; 2025Q2: 94,047 shares; 2025Q3: 81,467 shares; 2025Q4: 78,139 shares; 2026Q1: 87,373 shares 87,373 $63.6M 0.07% +9,234 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875,027 shares; 2024Q4: 908,025 shares; 2025Q1: 839,209 shares; 2025Q2: 756,848 shares; 2025Q3: 769,369 shares; 2025Q4: 760,094 shares; 2026Q1: 796,785 shares 796,785 $62.7M 0.07% +36,691 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598,698 shares; 2024Q4: 621,167 shares; 2025Q1: 658,092 shares; 2025Q2: 280,012 shares; 2025Q3: 269,101 shares; 2025Q4: 270,522 shares; 2026Q1: 257,939 shares 257,939 $62.6M 0.07% -12,583 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813,455 shares; 2024Q4: 830,588 shares; 2025Q1: 1,063,854 shares; 2025Q2: 1,057,098 shares; 2025Q3: 1,073,953 shares; 2025Q4: 1,004,848 shares; 2026Q1: 1,023,762 shares 1,023,762 $62.5M 0.07% +18,914 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,758 shares; 2024Q4: 227,967 shares; 2025Q1: 232,369 shares; 2025Q2: 237,468 shares; 2025Q3: 231,786 shares; 2025Q4: 186,978 shares; 2026Q1: 215,075 shares 215,075 $62.5M 0.07% +28,097 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,590 shares; 2024Q4: 405,624 shares; 2025Q1: 528,572 shares; 2025Q2: 574,739 shares; 2025Q3: 553,300 shares; 2025Q4: 662,314 shares; 2026Q1: 1,123,928 shares 1,123,928 $62.4M 0.07% +461,614 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 15,268 shares; 2025Q1: 9,525 shares; 2025Q2: 13,224 shares; 2025Q3: 17,671 shares; 2025Q4: 32,016 shares; 2026Q1: 44,886 shares 44,886 $61.9M 0.07% +12,870 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,289 shares; 2024Q4: 424,379 shares; 2025Q1: 437,953 shares; 2025Q2: 454,551 shares; 2025Q3: 455,940 shares; 2025Q4: 439,559 shares; 2026Q1: 451,518 shares 451,518 $61.3M 0.07% +11,959 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,162 shares; 2024Q4: 222,179 shares; 2025Q1: 229,332 shares; 2025Q2: 346,153 shares; 2025Q3: 364,717 shares; 2025Q4: 412,022 shares; 2026Q1: 417,911 shares 417,911 $60.7M 0.07% +5,889 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932,036 shares; 2024Q4: 987,415 shares; 2025Q1: 978,663 shares; 2025Q2: 953,050 shares; 2025Q3: 971,422 shares; 2025Q4: 1,025,850 shares; 2026Q1: 1,057,154 shares 1,057,154 $60.5M 0.07% +31,304 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,727 shares; 2024Q4: 642,550 shares; 2025Q1: 671,019 shares; 2025Q2: 699,424 shares; 2025Q3: 739,015 shares; 2025Q4: 776,500 shares; 2026Q1: 697,297 shares 697,297 $60.4M 0.07% -79,203 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,051 shares; 2024Q4: 90,747 shares; 2025Q1: 91,103 shares; 2025Q2: 106,002 shares; 2025Q3: 122,963 shares; 2025Q4: 152,043 shares; 2026Q1: 176,020 shares 176,020 $60.4M 0.07% +23,977 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998,203 shares; 2024Q4: 889,930 shares; 2025Q1: 975,227 shares; 2025Q2: 1,016,477 shares; 2025Q3: 1,271,092 shares; 2025Q4: 1,391,031 shares; 2026Q1: 1,360,674 shares 1,360,674 $60M 0.07% -30,357 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,576 shares; 2024Q4: 192,629 shares; 2025Q1: 185,219 shares; 2025Q2: 180,884 shares; 2025Q3: 160,906 shares; 2025Q4: 180,670 shares; 2026Q1: 187,117 shares 187,117 $60M 0.07% +6,447 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,318 shares; 2024Q4: 378,997 shares; 2025Q1: 378,463 shares; 2025Q2: 392,838 shares; 2025Q3: 406,282 shares; 2025Q4: 401,796 shares; 2026Q1: 395,961 shares 395,961 $59.9M 0.07% -5,835 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769,162 shares; 2024Q4: 1,641,794 shares; 2025Q1: 1,710,667 shares; 2025Q2: 1,728,456 shares; 2025Q3: 1,689,257 shares; 2025Q4: 1,786,100 shares; 2026Q1: 1,990,622 shares 1,990,622 $59.9M 0.07% +204,522 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,849 shares; 2024Q4: 382,796 shares; 2025Q1: 377,318 shares; 2025Q2: 1,509,402 shares; 2025Q3: 1,025,108 shares; 2025Q4: 1,006,227 shares; 2026Q1: 1,129,499 shares 1,129,499 $59.7M 0.07% +123,272 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757,021 shares; 2024Q4: 746,761 shares; 2025Q1: 825,721 shares; 2025Q2: 870,411 shares; 2025Q3: 853,171 shares; 2025Q4: 757,929 shares; 2026Q1: 601,092 shares 601,092 $59.1M 0.07% -156,837 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,479 shares; 2024Q4: 80,489 shares; 2025Q1: 138,191 shares; 2025Q2: 145,965 shares; 2025Q3: 141,827 shares; 2025Q4: 144,876 shares; 2026Q1: 138,756 shares 138,756 $59M 0.07% -6,120 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,494 shares; 2024Q4: 122,417 shares; 2025Q1: 116,561 shares; 2025Q2: 119,123 shares; 2025Q3: 110,251 shares; 2025Q4: 128,465 shares; 2026Q1: 131,600 shares 131,600 $58.8M 0.07% +3,135 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,969 shares; 2024Q4: 415,435 shares; 2025Q1: 464,442 shares; 2025Q2: 479,586 shares; 2025Q3: 512,465 shares; 2025Q4: 564,579 shares; 2026Q1: 745,773 shares 745,773 $57.5M 0.07% +181,194 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113,439 shares; 2024Q4: 1,148,662 shares; 2025Q1: 1,177,716 shares; 2025Q2: 1,169,507 shares; 2025Q3: 1,172,918 shares; 2025Q4: 1,172,885 shares; 2026Q1: 1,305,450 shares 1,305,450 $57.2M 0.07% +132,565 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 38,866 shares; 2025Q1: 41,297 shares; 2025Q2: 129,173 shares; 2025Q3: 151,059 shares; 2025Q4: 237,375 shares; 2026Q1: 258,360 shares 258,360 $55.4M 0.06% +20,985 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,408 shares; 2024Q4: 457,213 shares; 2025Q1: 430,461 shares; 2025Q2: 424,478 shares; 2025Q3: 451,747 shares; 2025Q4: 390,422 shares; 2026Q1: 499,530 shares 499,530 $55.2M 0.06% +109,108 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,087 shares; 2024Q4: 531,391 shares; 2025Q1: 536,562 shares; 2025Q2: 527,924 shares; 2025Q3: 504,618 shares; 2025Q4: 485,621 shares; 2026Q1: 586,687 shares 586,687 $54.3M 0.06% +101,066 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,391 shares; 2024Q4: 303,823 shares; 2025Q1: 329,991 shares; 2025Q2: 347,792 shares; 2025Q3: 338,456 shares; 2025Q4: 389,790 shares; 2026Q1: 409,704 shares 409,704 $54.1M 0.06% +19,914 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,963 shares; 2024Q4: 500,117 shares; 2025Q1: 519,147 shares; 2025Q2: 544,897 shares; 2025Q3: 570,385 shares; 2025Q4: 577,848 shares; 2026Q1: 526,312 shares 526,312 $53.9M 0.06% -51,536 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,004 shares; 2024Q4: 46,976 shares; 2025Q1: 1,623,116 shares; 2025Q2: 1,652,233 shares; 2025Q3: 1,682,834 shares; 2025Q4: 1,719,013 shares; 2026Q1: 1,599,300 shares 1,599,300 $53.7M 0.06% -119,713 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,323 shares; 2024Q4: 690,338 shares; 2025Q1: 797,617 shares; 2025Q2: 860,757 shares; 2025Q3: 815,034 shares; 2025Q4: 838,675 shares; 2026Q1: 854,684 shares 854,684 $53.4M 0.06% +16,009 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049,424 shares; 2024Q4: 1,027,480 shares; 2025Q1: 1,056,117 shares; 2025Q2: 1,079,322 shares; 2025Q3: 1,085,236 shares; 2025Q4: 1,135,364 shares; 2026Q1: 1,181,696 shares 1,181,696 $53.3M 0.06% +46,332 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865,778 shares; 2024Q4: 504,243 shares; 2025Q1: 506,552 shares; 2025Q2: 612,326 shares; 2025Q3: 610,439 shares; 2025Q4: 600,255 shares; 2026Q1: 552,243 shares 552,243 $53.2M 0.06% -48,012 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,471 shares; 2024Q4: 394,348 shares; 2025Q1: 420,620 shares; 2025Q2: 401,399 shares; 2025Q3: 456,804 shares; 2025Q4: 466,173 shares; 2026Q1: 461,328 shares 461,328 $53M 0.06% -4,845 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060,968 shares; 2024Q4: 1,100,068 shares; 2025Q1: 1,094,090 shares; 2025Q2: 1,002,754 shares; 2025Q3: 976,133 shares; 2025Q4: 997,832 shares; 2026Q1: 1,026,985 shares 1,026,985 $52.7M 0.06% +29,153 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359,073 shares; 2024Q4: 1,528,785 shares; 2025Q1: 1,640,930 shares; 2025Q2: 1,634,325 shares; 2025Q3: 1,707,620 shares; 2025Q4: 1,734,397 shares; 2026Q1: 1,862,314 shares 1,862,314 $52.3M 0.06% +127,917 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798,665 shares; 2024Q4: 881,431 shares; 2025Q1: 849,394 shares; 2025Q2: 826,709 shares; 2025Q3: 876,674 shares; 2025Q4: 905,924 shares; 2026Q1: 918,584 shares 918,584 $52.2M 0.06% +12,660 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,356 shares; 2024Q4: 162,761 shares; 2025Q1: 179,668 shares; 2025Q2: 187,418 shares; 2025Q3: 198,146 shares; 2025Q4: 195,903 shares; 2026Q1: 261,967 shares 261,967 $52.1M 0.06% +66,064 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088,981 shares; 2024Q4: 1,086,848 shares; 2025Q1: 1,162,526 shares; 2025Q2: 1,299,648 shares; 2025Q3: 1,257,037 shares; 2025Q4: 1,394,854 shares; 2026Q1: 1,372,882 shares 1,372,882 $51.9M 0.06% -21,972 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,794 shares; 2024Q4: 205,425 shares; 2025Q1: 191,468 shares; 2025Q2: 197,515 shares; 2025Q3: 203,682 shares; 2025Q4: 224,412 shares; 2026Q1: 162,861 shares 162,861 $51.7M 0.06% -61,551 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738,517 shares; 2024Q4: 752,362 shares; 2025Q1: 755,036 shares; 2025Q2: 833,975 shares; 2025Q3: 904,769 shares; 2025Q4: 916,015 shares; 2026Q1: 1,106,057 shares 1,106,057 $51.1M 0.06% +190,042 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,008 shares; 2024Q4: 350,793 shares; 2025Q1: 355,802 shares; 2025Q2: 376,167 shares; 2025Q3: 371,646 shares; 2025Q4: 564,088 shares; 2026Q1: 581,216 shares 581,216 $51.1M 0.06% +17,128 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,434 shares; 2024Q4: 311,484 shares; 2025Q1: 325,328 shares; 2025Q2: 319,041 shares; 2025Q3: 195,860 shares; 2025Q4: 187,778 shares; 2026Q1: 195,994 shares 195,994 $51M 0.06% +8,216 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,043 shares; 2024Q4: 368,287 shares; 2025Q1: 384,481 shares; 2025Q2: 444,421 shares; 2025Q3: 459,058 shares; 2025Q4: 422,415 shares; 2026Q1: 464,754 shares 464,754 $51M 0.06% +42,339 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834,888 shares; 2024Q4: 865,906 shares; 2025Q1: 910,476 shares; 2025Q2: 867,759 shares; 2025Q3: 874,962 shares; 2025Q4: 885,885 shares; 2026Q1: 843,402 shares 843,402 $50.7M 0.06% -42,483 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,788 shares; 2024Q4: 183,702 shares; 2025Q1: 240,624 shares; 2025Q2: 294,476 shares; 2025Q3: 721,576 shares; 2025Q4: 1,694,040 shares; 2026Q1: 2,869,607 shares 2,869,607 $50.4M 0.06% +1,175,567 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144,296 shares; 2024Q4: 1,513,910 shares; 2025Q1: 1,410,136 shares; 2025Q2: 1,407,161 shares; 2025Q3: 1,435,586 shares; 2025Q4: 1,488,398 shares; 2026Q1: 1,525,115 shares 1,525,115 $50.3M 0.06% +36,717 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960,753 shares; 2024Q4: 2,079,620 shares; 2025Q1: 2,153,283 shares; 2025Q2: 2,105,158 shares; 2025Q3: 2,074,882 shares; 2025Q4: 2,136,384 shares; 2026Q1: 2,156,252 shares 2,156,252 $50.1M 0.06% +19,868 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,209 shares; 2024Q4: 342,592 shares; 2025Q1: 352,826 shares; 2025Q2: 383,544 shares; 2025Q3: 433,564 shares; 2025Q4: 469,622 shares; 2026Q1: 600,537 shares 600,537 $49.7M 0.06% +130,915 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,773 shares; 2024Q4: 51,870 shares; 2025Q1: 98,992 shares; 2025Q2: 114,392 shares; 2025Q3: 134,225 shares; 2025Q4: 149,394 shares; 2026Q1: 197,858 shares 197,858 $49.6M 0.06% +48,464 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290,137 shares; 2024Q4: 1,177,066 shares; 2025Q1: 1,190,630 shares; 2025Q2: 1,296,288 shares; 2025Q3: 1,316,309 shares; 2025Q4: 1,304,947 shares; 2026Q1: 1,389,763 shares 1,389,763 $49.4M 0.06% +84,816 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516,850 shares; 2024Q4: 1,104,542 shares; 2025Q1: 1,137,652 shares; 2025Q2: 1,134,217 shares; 2025Q3: 1,184,421 shares; 2025Q4: 1,272,504 shares; 2026Q1: 970,635 shares 970,635 $49.1M 0.06% -301,869 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,189 shares; 2024Q4: 35,044 shares; 2025Q1: 41,389 shares; 2025Q2: 54,048 shares; 2025Q3: 75,989 shares; 2025Q4: 135,188 shares; 2026Q1: 180,497 shares 180,497 $48.8M 0.06% +45,309 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,307 shares; 2024Q4: 610,327 shares; 2025Q1: 1,222,847 shares; 2025Q2: 1,374,605 shares; 2025Q3: 1,252,891 shares; 2025Q4: 1,210,531 shares; 2026Q1: 1,321,475 shares 1,321,475 $48.6M 0.06% +110,944 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,920 shares; 2024Q4: 50,728 shares; 2025Q1: 74,539 shares; 2025Q2: 88,122 shares; 2025Q3: 81,886 shares; 2025Q4: 122,987 shares; 2026Q1: 178,828 shares 178,828 $47.7M 0.06% +55,841 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,673 shares; 2024Q4: 719,827 shares; 2025Q1: 727,123 shares; 2025Q2: 986,922 shares; 2025Q3: 1,004,054 shares; 2025Q4: 1,003,019 shares; 2026Q1: 667,079 shares 667,079 $47.6M 0.06% -335,940 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,542 shares; 2024Q4: 246,372 shares; 2025Q1: 246,119 shares; 2025Q2: 226,145 shares; 2025Q3: 224,137 shares; 2025Q4: 229,859 shares; 2026Q1: 230,938 shares 230,938 $47.5M 0.06% +1,079 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,456 shares; 2024Q4: 64,768 shares; 2025Q1: 69,578 shares; 2025Q2: 101,416 shares; 2025Q3: 166,464 shares; 2025Q4: 430,693 shares; 2026Q1: 645,537 shares 645,537 $47.2M 0.06% +214,844 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,833 shares; 2024Q4: 486,613 shares; 2025Q1: 488,759 shares; 2025Q2: 494,663 shares; 2025Q3: 476,128 shares; 2025Q4: 490,156 shares; 2026Q1: 510,693 shares 510,693 $47M 0.05% +20,537 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749,833 shares; 2024Q4: 739,669 shares; 2025Q1: 744,042 shares; 2025Q2: 725,090 shares; 2025Q3: 677,027 shares; 2025Q4: 630,597 shares; 2026Q1: 524,764 shares 524,764 $47M 0.05% -105,833 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: 14,885 shares; 2025Q2: 14,885 shares; 2025Q3: 354,748 shares; 2025Q4: 1,220,405 shares; 2026Q1: 2,293,038 shares 2,293,038 $46.9M 0.05% +1,072,633 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424,889 shares; 2024Q4: 1,476,899 shares; 2025Q1: 481,067 shares; 2025Q2: 461,159 shares; 2025Q3: 458,715 shares; 2025Q4: 469,617 shares; 2026Q1: 478,636 shares 478,636 $46.8M 0.05% +9,019 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050,866 shares; 2024Q4: 1,091,798 shares; 2025Q1: 1,121,737 shares; 2025Q2: 1,149,849 shares; 2025Q3: 1,199,566 shares; 2025Q4: 1,010,988 shares; 2026Q1: 222,293 shares 222,293 $46.7M 0.05% -788,695 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,627 shares; 2024Q4: 74,469 shares; 2025Q1: 72,564 shares; 2025Q2: 66,288 shares; 2025Q3: 50,059 shares; 2025Q4: 77,162 shares; 2026Q1: 142,270 shares 142,270 $46.5M 0.05% +65,108 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,737 shares; 2024Q4: 332,700 shares; 2025Q1: 324,393 shares; 2025Q2: 349,442 shares; 2025Q3: 607,756 shares; 2025Q4: 1,027,944 shares; 2026Q1: 1,343,643 shares 1,343,643 $46.4M 0.05% +315,699 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,980 shares; 2024Q4: 144,601 shares; 2025Q1: 142,710 shares; 2025Q2: 147,953 shares; 2025Q3: 145,466 shares; 2025Q4: 209,445 shares; 2026Q1: 502,485 shares 502,485 $46.4M 0.05% +293,040 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013,604 shares; 2024Q4: 940,226 shares; 2025Q1: 905,542 shares; 2025Q2: 895,476 shares; 2025Q3: 883,118 shares; 2025Q4: 878,453 shares; 2026Q1: 911,557 shares 911,557 $46.3M 0.05% +33,104 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,794 shares; 2024Q4: 811,197 shares; 2025Q1: 854,861 shares; 2025Q2: 849,185 shares; 2025Q3: 869,264 shares; 2025Q4: 902,587 shares; 2026Q1: 945,862 shares 945,862 $46.3M 0.05% +43,275 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,288 shares; 2024Q4: 370,978 shares; 2025Q1: 437,940 shares; 2025Q2: 507,172 shares; 2025Q3: 552,801 shares; 2025Q4: 676,560 shares; 2026Q1: 646,339 shares 646,339 $46M 0.05% -30,221 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,146 shares; 2024Q4: 88,969 shares; 2025Q1: 95,918 shares; 2025Q2: 101,889 shares; 2025Q3: 103,715 shares; 2025Q4: 100,251 shares; 2026Q1: 96,689 shares 96,689 $45.8M 0.05% -3,562 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,027 shares; 2024Q4: 371,755 shares; 2025Q1: 370,236 shares; 2025Q2: 922,988 shares; 2025Q3: 791,045 shares; 2025Q4: 888,937 shares; 2026Q1: 887,995 shares 887,995 $45.3M 0.05% -942 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,624 shares; 2024Q4: 142,046 shares; 2025Q1: 406,365 shares; 2025Q2: 541,606 shares; 2025Q3: 755,962 shares; 2025Q4: 765,415 shares; 2026Q1: 852,136 shares 852,136 $45M 0.05% +86,721 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,459 shares; 2024Q4: 9,443 shares; 2025Q1: 10,232 shares; 2025Q2: 11,240 shares; 2025Q3: 10,861 shares; 2025Q4: 2,676 shares; 2026Q1: 41,163 shares 41,163 $44.9M 0.05% +38,487 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,091 shares; 2024Q4: 365,069 shares; 2025Q1: 436,589 shares; 2025Q2: 420,646 shares; 2025Q3: 454,101 shares; 2025Q4: 336,240 shares; 2026Q1: 594,702 shares 594,702 $44.7M 0.05% +258,462 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,857 shares; 2024Q4: 200,243 shares; 2025Q1: 205,318 shares; 2025Q2: 215,448 shares; 2025Q3: 220,817 shares; 2025Q4: 219,138 shares; 2026Q1: 304,381 shares 304,381 $44.4M 0.05% +85,243 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,125 shares; 2024Q4: 134,215 shares; 2025Q1: 154,958 shares; 2025Q2: 153,983 shares; 2025Q3: 162,918 shares; 2025Q4: 170,336 shares; 2026Q1: 170,872 shares 170,872 $44M 0.05% +536 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,355 shares; 2024Q4: 384,075 shares; 2025Q1: 403,205 shares; 2025Q2: 408,105 shares; 2025Q3: 392,054 shares; 2025Q4: 436,557 shares; 2026Q1: 454,160 shares 454,160 $43.8M 0.05% +17,603 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,622 shares; 2024Q4: 83,209 shares; 2025Q1: 89,315 shares; 2025Q2: 99,484 shares; 2025Q3: 112,659 shares; 2025Q4: 228,711 shares; 2026Q1: 265,684 shares 265,684 $43.6M 0.05% +36,973 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,366 shares; 2024Q4: 243,525 shares; 2025Q1: 167,915 shares; 2025Q2: 188,715 shares; 2025Q3: 206,600 shares; 2025Q4: 222,998 shares; 2026Q1: 285,485 shares 285,485 $43.1M 0.05% +62,487 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,778 shares; 2024Q4: 205,011 shares; 2025Q1: 207,713 shares; 2025Q2: 213,310 shares; 2025Q3: 181,279 shares; 2025Q4: 170,938 shares; 2026Q1: 158,102 shares 158,102 $43M 0.05% -12,836 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,827 shares; 2024Q4: 128,988 shares; 2025Q1: 134,039 shares; 2025Q2: 155,715 shares; 2025Q3: 158,047 shares; 2025Q4: 156,694 shares; 2026Q1: 173,224 shares 173,224 $42.8M 0.05% +16,530 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,775 shares; 2024Q4: 267,173 shares; 2025Q1: 280,382 shares; 2025Q2: 283,402 shares; 2025Q3: 295,634 shares; 2025Q4: 317,068 shares; 2026Q1: 293,064 shares 293,064 $42.6M 0.05% -24,004 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603,938 shares; 2024Q4: 628,310 shares; 2025Q1: 685,087 shares; 2025Q2: 664,073 shares; 2025Q3: 700,760 shares; 2025Q4: 678,569 shares; 2026Q1: 723,029 shares 723,029 $42.3M 0.05% +44,460 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572,261 shares; 2024Q4: 2,576,435 shares; 2025Q1: 2,807,491 shares; 2025Q2: 2,857,451 shares; 2025Q3: 2,857,627 shares; 2025Q4: 575,757 shares; 2026Q1: 578,648 shares 578,648 $42.1M 0.05% +2,891 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,497 shares; 2024Q4: 450,406 shares; 2025Q1: 410,649 shares; 2025Q2: 403,435 shares; 2025Q3: 371,466 shares; 2025Q4: 348,430 shares; 2026Q1: 376,474 shares 376,474 $41.9M 0.05% +28,044 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,008 shares; 2024Q4: 345,619 shares; 2025Q1: 354,597 shares; 2025Q2: 391,455 shares; 2025Q3: 460,162 shares; 2025Q4: 411,666 shares; 2026Q1: 556,802 shares 556,802 $41.5M 0.05% +145,136 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,680 shares; 2024Q4: 49,020 shares; 2025Q1: 78,193 shares; 2025Q2: 90,144 shares; 2025Q3: 94,900 shares; 2025Q4: 104,035 shares; 2026Q1: 107,566 shares 107,566 $41.2M 0.05% +3,531 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,878 shares; 2024Q4: 49,203 shares; 2025Q1: 54,451 shares; 2025Q2: 66,453 shares; 2025Q3: 97,662 shares; 2025Q4: 194,293 shares; 2026Q1: 324,379 shares 324,379 $41M 0.05% +130,086 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,400 shares; 2024Q4: 25,219 shares; 2025Q1: 39,658 shares; 2025Q2: 92,837 shares; 2025Q3: 199,752 shares; 2025Q4: 396,042 shares; 2026Q1: 591,626 shares 591,626 $40.9M 0.05% +195,584 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,392 shares; 2024Q4: 330,434 shares; 2025Q1: 327,579 shares; 2025Q2: 297,348 shares; 2025Q3: 355,822 shares; 2025Q4: 540,420 shares; 2026Q1: 694,965 shares 694,965 $40.8M 0.05% +154,545 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,446 shares; 2024Q4: 43,181 shares; 2025Q1: 464,910 shares; 2025Q2: 604,958 shares; 2025Q3: 765,673 shares; 2025Q4: 942,514 shares; 2026Q1: 1,135,924 shares 1,135,924 $40.6M 0.05% +193,410 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,137 shares; 2024Q4: 323,324 shares; 2025Q1: 322,703 shares; 2025Q2: 344,330 shares; 2025Q3: 340,240 shares; 2025Q4: 346,097 shares; 2026Q1: 334,677 shares 334,677 $40.6M 0.05% -11,420 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,657 shares; 2024Q4: 386,282 shares; 2025Q1: 137,386 shares; 2025Q2: 152,396 shares; 2025Q3: 139,935 shares; 2025Q4: 136,424 shares; 2026Q1: 166,209 shares 166,209 $40.4M 0.05% +29,785 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,863 shares; 2024Q4: 510,301 shares; 2025Q1: 486,926 shares; 2025Q2: 511,242 shares; 2025Q3: 540,648 shares; 2025Q4: 716,119 shares; 2026Q1: 768,491 shares 768,491 $40M 0.05% +52,372 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,234 shares; 2024Q4: 64,826 shares; 2025Q1: 73,277 shares; 2025Q2: 77,409 shares; 2025Q3: 78,425 shares; 2025Q4: 78,964 shares; 2026Q1: 85,310 shares 85,310 $39.5M 0.05% +6,346 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801,313 shares; 2024Q4: 773,979 shares; 2025Q1: 792,433 shares; 2025Q2: 1,120,321 shares; 2025Q3: 1,067,145 shares; 2025Q4: 916,723 shares; 2026Q1: 679,922 shares 679,922 $39.2M 0.05% -236,801 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,934 shares; 2024Q4: 78,387 shares; 2025Q1: 79,721 shares; 2025Q2: 136,435 shares; 2025Q3: 155,381 shares; 2025Q4: 217,975 shares; 2026Q1: 214,444 shares 214,444 $39.1M 0.05% -3,531 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 15,794 shares; 2025Q1: 18,387 shares; 2025Q2: 17,467 shares; 2025Q3: 18,536 shares; 2025Q4: 133,430 shares; 2026Q1: 136,093 shares 136,093 $38.3M 0.04% +2,663 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,645 shares; 2024Q4: 33,099 shares; 2025Q1: 33,761 shares; 2025Q2: 34,762 shares; 2025Q3: 68,418 shares; 2025Q4: 189,828 shares; 2026Q1: 182,753 shares 182,753 $38.1M 0.04% -7,075 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668,651 shares; 2024Q4: 1,609,501 shares; 2025Q1: 1,684,010 shares; 2025Q2: 1,805,954 shares; 2025Q3: 1,824,007 shares; 2025Q4: 1,825,681 shares; 2026Q1: 1,975,085 shares 1,975,085 $38.1M 0.04% +149,404 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,419 shares; 2024Q4: 311,412 shares; 2025Q1: 281,763 shares; 2025Q2: 291,576 shares; 2025Q3: 294,816 shares; 2025Q4: 299,331 shares; 2026Q1: 713,905 shares 713,905 $38M 0.04% +414,574 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,119 shares; 2024Q4: 271,571 shares; 2025Q1: 321,641 shares; 2025Q2: 344,483 shares; 2025Q3: 361,754 shares; 2025Q4: 450,978 shares; 2026Q1: 477,177 shares 477,177 $37.6M 0.04% +26,199 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,038 shares; 2024Q4: 165,283 shares; 2025Q1: 196,473 shares; 2025Q2: 224,113 shares; 2025Q3: 198,492 shares; 2025Q4: 241,000 shares; 2026Q1: 375,153 shares 375,153 $37.6M 0.04% +134,153 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890,531 shares; 2024Q4: 925,942 shares; 2025Q1: 938,929 shares; 2025Q2: 967,891 shares; 2025Q3: 980,982 shares; 2025Q4: 999,238 shares; 2026Q1: 953,263 shares 953,263 $37.6M 0.04% -45,975 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,078 shares; 2024Q4: 471,391 shares; 2025Q1: 572,280 shares; 2025Q2: 862,260 shares; 2025Q3: 951,243 shares; 2025Q4: 989,461 shares; 2026Q1: 881,418 shares 881,418 $37.5M 0.04% -108,043 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,953 shares; 2024Q4: 224,325 shares; 2025Q1: 220,715 shares; 2025Q2: 271,990 shares; 2025Q3: 318,086 shares; 2025Q4: 397,838 shares; 2026Q1: 495,702 shares 495,702 $37.2M 0.04% +97,864 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,785 shares; 2024Q4: 465,208 shares; 2025Q1: 521,560 shares; 2025Q2: 563,669 shares; 2025Q3: 588,452 shares; 2025Q4: 598,461 shares; 2026Q1: 627,534 shares 627,534 $37M 0.04% +29,073 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,048 shares; 2024Q4: 435,295 shares; 2025Q1: 458,646 shares; 2025Q2: 473,776 shares; 2025Q3: 486,288 shares; 2025Q4: 473,816 shares; 2026Q1: 520,241 shares 520,241 $37M 0.04% +46,425 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,048 shares; 2024Q4: 235,218 shares; 2025Q1: 215,996 shares; 2025Q2: 227,371 shares; 2025Q3: 234,890 shares; 2025Q4: 236,476 shares; 2026Q1: 241,552 shares 241,552 $36.9M 0.04% +5,076 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,812 shares; 2024Q4: 444,974 shares; 2025Q1: 530,934 shares; 2025Q2: 575,649 shares; 2025Q3: 692,915 shares; 2025Q4: 927,991 shares; 2026Q1: 951,784 shares 951,784 $36.6M 0.04% +23,793 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,222 shares; 2024Q4: 338,163 shares; 2025Q1: 364,882 shares; 2025Q2: 375,975 shares; 2025Q3: 402,353 shares; 2025Q4: 423,628 shares; 2026Q1: 462,288 shares 462,288 $36.2M 0.04% +38,660 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,387 shares; 2024Q4: 207,710 shares; 2025Q1: 212,407 shares; 2025Q2: 240,789 shares; 2025Q3: 186,495 shares; 2025Q4: 302,588 shares; 2026Q1: 441,623 shares 441,623 $36.1M 0.04% +139,035 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146,026 shares; 2024Q4: 2,106,128 shares; 2025Q1: 2,099,953 shares; 2025Q2: 2,097,202 shares; 2025Q3: 2,062,840 shares; 2025Q4: 2,056,567 shares; 2026Q1: 2,049,887 shares 2,049,887 $36M 0.04% -6,680 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,184 shares; 2024Q4: 158,940 shares; 2025Q1: 192,064 shares; 2025Q2: 176,784 shares; 2025Q3: 176,390 shares; 2025Q4: 98,208 shares; 2026Q1: 552,271 shares 552,271 $35.9M 0.04% +454,063 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,052 shares; 2024Q4: 154,391 shares; 2025Q1: 163,272 shares; 2025Q2: 184,037 shares; 2025Q3: 181,014 shares; 2025Q4: 178,384 shares; 2026Q1: 272,467 shares 272,467 $35.7M 0.04% +94,083 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,537 shares; 2024Q4: 284,325 shares; 2025Q1: 298,632 shares; 2025Q2: 300,762 shares; 2025Q3: 249,986 shares; 2025Q4: 273,218 shares; 2026Q1: 299,120 shares 299,120 $35.4M 0.04% +25,902 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,836 shares; 2024Q4: 440,435 shares; 2025Q1: 526,979 shares; 2025Q2: 713,493 shares; 2025Q3: 708,329 shares; 2025Q4: 669,616 shares; 2026Q1: 729,224 shares 729,224 $35.3M 0.04% +59,608 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,245 shares; 2024Q4: 1,005,307 shares; 2025Q1: 1,048,018 shares; 2025Q2: 1,107,390 shares; 2025Q3: 1,144,396 shares; 2025Q4: 1,206,271 shares; 2026Q1: 1,256,720 shares 1,256,720 $35M 0.04% +50,449 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,193 shares; 2024Q4: 815,822 shares; 2025Q1: 839,425 shares; 2025Q2: 877,059 shares; 2025Q3: 900,456 shares; 2025Q4: 912,151 shares; 2026Q1: 874,616 shares 874,616 $34.8M 0.04% -37,535 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,700 shares; 2024Q4: 522,832 shares; 2025Q1: 549,640 shares; 2025Q2: 911,417 shares; 2025Q3: 654,198 shares; 2025Q4: 619,748 shares; 2026Q1: 688,034 shares 688,034 $34.8M 0.04% +68,286 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,977 shares; 2024Q4: 58,442 shares; 2025Q1: 62,372 shares; 2025Q2: 67,618 shares; 2025Q3: 74,756 shares; 2025Q4: 77,535 shares; 2026Q1: 119,202 shares 119,202 $34.8M 0.04% +41,667 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,116 shares; 2024Q4: 452,785 shares; 2025Q1: 426,672 shares; 2025Q2: 422,105 shares; 2025Q3: 448,594 shares; 2025Q4: 497,524 shares; 2026Q1: 609,009 shares 609,009 $34.5M 0.04% +111,485 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,576 shares; 2024Q4: 513,284 shares; 2025Q1: 788,584 shares; 2025Q2: 771,213 shares; 2025Q3: 717,318 shares; 2025Q4: 744,810 shares; 2026Q1: 809,298 shares 809,298 $34.4M 0.04% +64,488 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,662 shares; 2024Q4: 15,928 shares; 2025Q1: 18,806 shares; 2025Q2: 21,274 shares; 2025Q3: 29,689 shares; 2025Q4: 62,290 shares; 2026Q1: 115,421 shares 115,421 $34.2M 0.04% +53,131 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,415 shares; 2024Q4: 80,220 shares; 2025Q1: 89,310 shares; 2025Q2: 92,462 shares; 2025Q3: 94,148 shares; 2025Q4: 98,467 shares; 2026Q1: 91,778 shares 91,778 $34M 0.04% -6,689 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,213 shares; 2024Q4: 407,277 shares; 2025Q1: 396,577 shares; 2025Q2: 396,208 shares; 2025Q3: 375,852 shares; 2025Q4: 790,303 shares; 2026Q1: 740,082 shares 740,082 $34M 0.04% -50,221 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805,863 shares; 2024Q4: 769,772 shares; 2025Q1: 740,420 shares; 2025Q2: 755,825 shares; 2025Q3: 761,571 shares; 2025Q4: 749,392 shares; 2026Q1: 775,906 shares 775,906 $33.9M 0.04% +26,514 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,407 shares; 2024Q4: 435,329 shares; 2025Q1: 465,825 shares; 2025Q2: 446,715 shares; 2025Q3: 589,727 shares; 2025Q4: 732,587 shares; 2026Q1: 582,470 shares 582,470 $33.9M 0.04% -150,117 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,742 shares; 2025Q2: 18,904 shares; 2025Q3: 40,035 shares; 2025Q4: 51,203 shares; 2026Q1: 53,292 shares 53,292 $33.8M 0.04% +2,089 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 8,114 shares; 2025Q1: 8,914 shares; 2025Q2: 12,707 shares; 2025Q3: 17,503 shares; 2025Q4: 24,494 shares; 2026Q1: 44,645 shares 44,645 $33M 0.04% +20,151 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,088 shares; 2024Q4: 121,383 shares; 2025Q1: 118,367 shares; 2025Q2: 302,608 shares; 2025Q3: 315,480 shares; 2025Q4: 328,146 shares; 2026Q1: 352,721 shares 352,721 $32.9M 0.04% +24,575 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,507 shares; 2024Q4: 337,269 shares; 2025Q1: 188,600 shares; 2025Q2: 194,367 shares; 2025Q3: 316,643 shares; 2025Q4: 384,371 shares; 2026Q1: 282,725 shares 282,725 $32.9M 0.04% -101,646 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697,755 shares; 2024Q4: 1,775,845 shares; 2025Q1: 304,490 shares; 2025Q2: 317,413 shares; 2025Q3: 2,397,826 shares; 2025Q4: 3,834,527 shares; 2026Q1: 2,279,787 shares 2,279,787 $32.8M 0.04% -1,554,740 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,079 shares; 2024Q4: 206,653 shares; 2025Q1: 199,156 shares; 2025Q2: 210,608 shares; 2025Q3: 228,913 shares; 2025Q4: 236,370 shares; 2026Q1: 201,383 shares 201,383 $32.6M 0.04% -34,987 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,671 shares; 2024Q4: 193,593 shares; 2025Q1: 203,166 shares; 2025Q2: 198,027 shares; 2025Q3: 213,983 shares; 2025Q4: 372,726 shares; 2026Q1: 274,253 shares 274,253 $32.5M 0.04% -98,473 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,031 shares; 2024Q4: 372,983 shares; 2025Q1: 313,613 shares; 2025Q2: 318,654 shares; 2025Q3: 328,919 shares; 2025Q4: 349,774 shares; 2026Q1: 322,074 shares 322,074 $32.4M 0.04% -27,700 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,331 shares; 2024Q4: 160,562 shares; 2025Q1: 240,661 shares; 2025Q2: 255,375 shares; 2025Q3: 331,050 shares; 2025Q4: 348,473 shares; 2026Q1: 347,591 shares 347,591 $32.2M 0.04% -882 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,562 shares; 2024Q4: 30,689 shares; 2025Q1: 34,288 shares; 2025Q2: 35,192 shares; 2025Q3: 36,054 shares; 2025Q4: 52,474 shares; 2026Q1: 72,492 shares 72,492 $32.2M 0.04% +20,018 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,485 shares; 2024Q4: 106,295 shares; 2025Q1: 112,048 shares; 2025Q2: 130,608 shares; 2025Q3: 236,583 shares; 2025Q4: 779,512 shares; 2026Q1: 979,501 shares 979,501 $32.1M 0.04% +199,989 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,994 shares; 2024Q4: 332,992 shares; 2025Q1: 323,710 shares; 2025Q2: 320,174 shares; 2025Q3: 341,677 shares; 2025Q4: 346,622 shares; 2026Q1: 340,514 shares 340,514 $31.7M 0.04% -6,108 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844,920 shares; 2024Q4: 1,290,141 shares; 2025Q1: 1,154,035 shares; 2025Q2: 1,070,644 shares; 2025Q3: 958,572 shares; 2025Q4: 928,274 shares; 2026Q1: 936,326 shares 936,326 $31.6M 0.04% +8,052 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,198 shares; 2024Q4: 294,905 shares; 2025Q1: 509,286 shares; 2025Q2: 288,183 shares; 2025Q3: 292,986 shares; 2025Q4: 243,776 shares; 2026Q1: 627,323 shares 627,323 $31.6M 0.04% +383,547 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,024 shares; 2024Q4: 239,485 shares; 2025Q1: 230,175 shares; 2025Q2: 213,770 shares; 2025Q3: 213,902 shares; 2025Q4: 471,809 shares; 2026Q1: 515,290 shares 515,290 $31.6M 0.04% +43,481 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,941 shares; 2024Q4: 123,421 shares; 2025Q1: 135,156 shares; 2025Q2: 230,960 shares; 2025Q3: 240,543 shares; 2025Q4: 315,968 shares; 2026Q1: 474,847 shares 474,847 $31.6M 0.04% +158,879 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199,557 shares; 2024Q4: 1,367,785 shares; 2025Q1: 1,468,893 shares; 2025Q2: 1,083,385 shares; 2025Q3: 1,145,915 shares; 2025Q4: 1,172,631 shares; 2026Q1: 1,205,315 shares 1,205,315 $30.9M 0.04% +32,684 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,729 shares; 2024Q4: 52,101 shares; 2025Q1: 59,204 shares; 2025Q2: 60,588 shares; 2025Q3: 59,353 shares; 2025Q4: 51,870 shares; 2026Q1: 70,716 shares 70,716 $30.8M 0.04% +18,846 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,578 shares; 2024Q4: 9,913 shares; 2025Q1: 11,732 shares; 2025Q2: 11,942 shares; 2025Q3: 12,212 shares; 2025Q4: 56,567 shares; 2026Q1: 56,265 shares 56,265 $30.6M 0.04% -302 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,144 shares; 2024Q4: 251,990 shares; 2025Q1: 261,083 shares; 2025Q2: 271,695 shares; 2025Q3: 285,422 shares; 2025Q4: 302,841 shares; 2026Q1: 318,634 shares 318,634 $30.5M 0.04% +15,793 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906,473 shares; 2024Q4: 1,868,578 shares; 2025Q1: 2,370,576 shares; 2025Q2: 2,120,179 shares; 2025Q3: 2,104,117 shares; 2025Q4: 2,177,627 shares; 2026Q1: 317,312 shares 317,312 $30.3M 0.04% -1,860,315 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,854 shares; 2024Q4: 221,981 shares; 2025Q1: 245,803 shares; 2025Q2: 225,686 shares; 2025Q3: 220,497 shares; 2025Q4: 219,235 shares; 2026Q1: 255,162 shares 255,162 $30.2M 0.04% +35,927 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,030 shares; 2024Q4: 105,620 shares; 2025Q1: 136,304 shares; 2025Q2: 154,965 shares; 2025Q3: 144,387 shares; 2025Q4: 151,933 shares; 2026Q1: 178,134 shares 178,134 $30.1M 0.04% +26,201 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,178 shares; 2024Q4: 165,595 shares; 2025Q1: 171,986 shares; 2025Q2: 163,070 shares; 2025Q3: 160,016 shares; 2025Q4: 168,244 shares; 2026Q1: 159,270 shares 159,270 $30.1M 0.04% -8,974 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150,704 shares; 2024Q4: 2,275,470 shares; 2025Q1: 3,706,547 shares; 2025Q2: 3,543,800 shares; 2025Q3: 3,077,766 shares; 2025Q4: 2,654,014 shares; 2026Q1: 3,080,105 shares 3,080,105 $30.1M 0.04% +426,091 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,408 shares; 2025Q1: 5,295 shares; 2025Q2: 16,294 shares; 2025Q3: 38,117 shares; 2025Q4: 88,547 shares; 2026Q1: 141,468 shares 141,468 $30M 0.03% +52,921 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,816 shares; 2024Q4: 402,923 shares; 2025Q1: 429,333 shares; 2025Q2: 457,242 shares; 2025Q3: 514,221 shares; 2025Q4: 537,147 shares; 2026Q1: 619,464 shares 619,464 $29.7M 0.03% +82,317 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,808 shares; 2024Q4: 111,571 shares; 2025Q1: 109,987 shares; 2025Q2: 162,686 shares; 2025Q3: 152,018 shares; 2025Q4: 136,909 shares; 2026Q1: 205,465 shares 205,465 $29.7M 0.03% +68,556 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,536 shares; 2024Q4: 88,412 shares; 2025Q1: 94,433 shares; 2025Q2: 105,836 shares; 2025Q3: 108,877 shares; 2025Q4: 109,836 shares; 2026Q1: 106,255 shares 106,255 $29.7M 0.03% -3,581 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,372 shares; 2024Q4: 54,229 shares; 2025Q1: 53,393 shares; 2025Q2: 56,749 shares; 2025Q3: 70,984 shares; 2025Q4: 109,546 shares; 2026Q1: 136,939 shares 136,939 $29.7M 0.03% +27,393 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626,098 shares; 2024Q4: 636,970 shares; 2025Q1: 657,489 shares; 2025Q2: 637,079 shares; 2025Q3: 1,048,574 shares; 2025Q4: 1,077,058 shares; 2026Q1: 698,802 shares 698,802 $29.6M 0.03% -378,256 Timeline TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542,052 shares; 2026Q1: 557,361 shares 557,361 $29.4M 0.03% +15,309 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,037 shares; 2024Q4: 74,578 shares; 2025Q1: 69,443 shares; 2025Q2: 66,024 shares; 2025Q3: 1,181,175 shares; 2025Q4: 1,222,826 shares; 2026Q1: 1,212,109 shares 1,212,109 $29.2M 0.03% -10,717 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,716 shares; 2024Q4: 274,518 shares; 2025Q1: 488,228 shares; 2025Q2: 289,749 shares; 2025Q3: 309,447 shares; 2025Q4: 313,906 shares; 2026Q1: 352,696 shares 352,696 $29.1M 0.03% +38,790 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,970 shares; 2024Q4: 185,088 shares; 2025Q1: 173,233 shares; 2025Q2: 206,710 shares; 2025Q3: 223,028 shares; 2025Q4: 282,698 shares; 2026Q1: 301,371 shares 301,371 $29.1M 0.03% +18,673 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,735 shares; 2024Q4: 186,198 shares; 2025Q1: 97,435 shares; 2025Q2: 117,004 shares; 2025Q3: 101,931 shares; 2025Q4: 101,160 shares; 2026Q1: 73,164 shares 73,164 $29.1M 0.03% -27,996 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778,714 shares; 2024Q4: 563,941 shares; 2025Q1: 480,233 shares; 2025Q2: 504,975 shares; 2025Q3: 492,023 shares; 2025Q4: 490,242 shares; 2026Q1: 486,564 shares 486,564 $29.1M 0.03% -3,678 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960,263 shares 960,263 $28.5M 0.03% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236,303 shares; 2024Q4: 1,302,817 shares; 2025Q1: 1,344,893 shares; 2025Q2: 931,626 shares; 2025Q3: 638,616 shares; 2025Q4: 602,798 shares; 2026Q1: 454,459 shares 454,459 $28.4M 0.03% -148,339 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,559 shares; 2024Q4: 425,686 shares; 2025Q1: 433,072 shares; 2025Q2: 435,069 shares; 2025Q3: 449,444 shares; 2025Q4: 456,823 shares; 2026Q1: 475,469 shares 475,469 $28.3M 0.03% +18,646 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107,840 shares 1,107,840 $28.3M 0.03% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,497 shares; 2024Q4: 112,347 shares; 2025Q1: 227,501 shares; 2025Q2: 216,765 shares; 2025Q3: 278,840 shares; 2025Q4: 279,273 shares; 2026Q1: 350,656 shares 350,656 $28.3M 0.03% +71,383 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,988 shares; 2024Q4: 42,226 shares; 2025Q1: 42,520 shares; 2025Q2: 45,235 shares; 2025Q3: 48,943 shares; 2025Q4: 68,594 shares; 2026Q1: 71,503 shares 71,503 $28M 0.03% +2,909 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,743 shares; 2025Q2: 352,465 shares; 2025Q3: 382,696 shares; 2025Q4: 359,643 shares; 2026Q1: 359,635 shares 359,635 $27.8M 0.03% -8 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,528 shares; 2024Q4: 366,707 shares; 2025Q1: 328,447 shares; 2025Q2: 316,471 shares; 2025Q3: 296,889 shares; 2025Q4: 284,550 shares; 2026Q1: 312,779 shares 312,779 $27.7M 0.03% +28,229 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,312 shares; 2024Q4: 34,271 shares; 2025Q1: 33,501 shares; 2025Q2: 31,338 shares; 2025Q3: 32,379 shares; 2025Q4: 26,446 shares; 2026Q1: 30,770 shares 30,770 $27.5M 0.03% +4,324 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,193 shares; 2024Q4: 182,936 shares; 2025Q1: 178,555 shares; 2025Q2: 180,565 shares; 2025Q3: 162,823 shares; 2025Q4: 170,836 shares; 2026Q1: 278,667 shares 278,667 $26.9M 0.03% +107,831 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,454 shares; 2024Q4: 164,486 shares; 2025Q1: 176,205 shares; 2025Q2: 176,102 shares; 2025Q3: 176,241 shares; 2025Q4: 158,961 shares; 2026Q1: 132,190 shares 132,190 $26.9M 0.03% -26,771 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,687 shares; 2025Q3: 133,575 shares; 2025Q4: 131,116 shares; 2026Q1: 282,605 shares 282,605 $26.8M 0.03% +151,489 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,621 shares; 2024Q4: 432,961 shares; 2025Q1: 436,288 shares; 2025Q2: 451,400 shares; 2025Q3: 495,224 shares; 2025Q4: 479,842 shares; 2026Q1: 575,847 shares 575,847 $26.5M 0.03% +96,005 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,847 shares; 2024Q4: 167,934 shares; 2025Q1: 158,687 shares; 2025Q2: 167,376 shares; 2025Q3: 179,623 shares; 2025Q4: 182,217 shares; 2026Q1: 181,213 shares 181,213 $26.2M 0.03% -1,004 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,000 shares; 2024Q4: 549,518 shares; 2025Q1: 532,979 shares; 2025Q2: 494,130 shares; 2025Q3: 484,440 shares; 2025Q4: 504,135 shares; 2026Q1: 541,600 shares 541,600 $26.2M 0.03% +37,465 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,711 shares; 2024Q4: 162,107 shares; 2025Q1: 173,181 shares; 2025Q2: 188,405 shares; 2025Q3: 208,250 shares; 2025Q4: 211,622 shares; 2026Q1: 216,622 shares 216,622 $26M 0.03% +5,000 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,487 shares; 2025Q1: 151,642 shares; 2025Q2: 183,168 shares; 2025Q3: 185,732 shares; 2025Q4: 263,658 shares; 2026Q1: 483,310 shares 483,310 $26M 0.03% +219,652 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589,306 shares; 2024Q4: 273,713 shares; 2025Q1: 293,611 shares; 2025Q2: 240,216 shares; 2025Q3: 256,797 shares; 2025Q4: 226,541 shares; 2026Q1: 298,353 shares 298,353 $25.9M 0.03% +71,812 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,909 shares; 2024Q4: 539,311 shares; 2025Q1: 586,246 shares; 2025Q2: 583,371 shares; 2025Q3: 581,256 shares; 2025Q4: 554,683 shares; 2026Q1: 565,202 shares 565,202 $25.8M 0.03% +10,519 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,556 shares; 2024Q4: 54,633 shares; 2025Q1: 270,036 shares; 2025Q2: 378,054 shares; 2025Q3: 524,715 shares; 2025Q4: 654,005 shares; 2026Q1: 798,993 shares 798,993 $25.7M 0.03% +144,988 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,850 shares; 2024Q4: 14,400 shares; 2025Q1: 24,450 shares; 2025Q2: 24,450 shares; 2025Q3: 262,757 shares; 2025Q4: 878,699 shares; 2026Q1: 1,253,784 shares 1,253,784 $25.7M 0.03% +375,085 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,204 shares; 2024Q4: 62,538 shares; 2025Q1: 56,296 shares; 2025Q2: 60,916 shares; 2025Q3: 65,058 shares; 2025Q4: 68,378 shares; 2026Q1: 77,891 shares 77,891 $25.6M 0.03% +9,513 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,933 shares; 2024Q4: 33,199 shares; 2025Q1: 33,071 shares; 2025Q2: 24,234 shares; 2025Q3: 32,368 shares; 2025Q4: 23,095 shares; 2026Q1: 123,499 shares 123,499 $25.5M 0.03% +100,404 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 11,822 shares; 2025Q1: 7,885 shares; 2025Q2: 8,180 shares; 2025Q3: 8,586 shares; 2025Q4: 7,604 shares; 2026Q1: 7,546 shares 7,546 $25.5M 0.03% -58 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,046 shares; 2024Q4: 683,514 shares; 2025Q1: 575,320 shares; 2025Q2: 652,318 shares; 2025Q3: 536,328 shares; 2025Q4: 506,796 shares; 2026Q1: 515,335 shares 515,335 $25.4M 0.03% +8,539 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 6,170 shares; 2025Q1: 6,008 shares; 2025Q2: 8,956 shares; 2025Q3: 7,070 shares; 2025Q4: 35,697 shares; 2026Q1: 48,557 shares 48,557 $25.4M 0.03% +12,860 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,621 shares; 2024Q4: 102,809 shares; 2025Q1: 96,584 shares; 2025Q2: 94,523 shares; 2025Q3: 87,529 shares; 2025Q4: 121,489 shares; 2026Q1: 180,078 shares 180,078 $25.1M 0.03% +58,589 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,432 shares; 2024Q4: 48,549 shares; 2025Q1: 195,573 shares; 2025Q2: 263,488 shares; 2025Q3: 342,485 shares; 2025Q4: 417,018 shares; 2026Q1: 454,410 shares 454,410 $25.1M 0.03% +37,392 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,655 shares; 2024Q4: 316,901 shares; 2025Q1: 340,989 shares; 2025Q2: 289,128 shares; 2025Q3: 312,155 shares; 2025Q4: 326,741 shares; 2026Q1: 296,242 shares 296,242 $25M 0.03% -30,499 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,053 shares; 2024Q4: 45,619 shares; 2025Q1: 45,045 shares; 2025Q2: 40,706 shares; 2025Q3: 41,520 shares; 2025Q4: 48,617 shares; 2026Q1: 77,401 shares 77,401 $25M 0.03% +28,784 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,948 shares; 2024Q4: 285,520 shares; 2025Q1: 345,755 shares; 2025Q2: 330,772 shares; 2025Q3: 330,645 shares; 2025Q4: 361,060 shares; 2026Q1: 276,157 shares 276,157 $25M 0.03% -84,903 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,960 shares; 2024Q4: 300,372 shares; 2025Q1: 307,244 shares; 2025Q2: 314,035 shares; 2025Q3: 311,241 shares; 2025Q4: 323,286 shares; 2026Q1: 324,868 shares 324,868 $24.7M 0.03% +1,582 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,704 shares; 2024Q4: 49,359 shares; 2025Q1: 53,018 shares; 2025Q2: 63,281 shares; 2025Q3: 54,334 shares; 2025Q4: 70,271 shares; 2026Q1: 63,434 shares 63,434 $24.6M 0.03% -6,837 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,731 shares; 2024Q4: 187,947 shares; 2025Q1: 183,794 shares; 2025Q2: 183,162 shares; 2025Q3: 166,322 shares; 2025Q4: 142,322 shares; 2026Q1: 135,395 shares 135,395 $24.5M 0.03% -6,927 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,922 shares; 2024Q4: 34,142 shares; 2025Q1: 26,730 shares; 2025Q2: 175,352 shares; 2025Q3: 180,620 shares; 2025Q4: 223,360 shares; 2026Q1: 343,188 shares 343,188 $24.5M 0.03% +119,828 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,094 shares; 2024Q4: 208,428 shares; 2025Q1: 225,997 shares; 2025Q2: 221,224 shares; 2025Q3: 261,674 shares; 2025Q4: 982,857 shares; 2026Q1: 1,012,174 shares 1,012,174 $24.5M 0.03% +29,317 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090,826 shares; 2024Q4: 2,021,465 shares; 2025Q1: 1,813,217 shares; 2025Q2: 1,881,384 shares; 2025Q3: 1,817,834 shares; 2025Q4: 842,295 shares; 2026Q1: 847,957 shares 847,957 $24.3M 0.03% +5,662 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,008 shares; 2024Q4: 162,083 shares; 2025Q1: 165,392 shares; 2025Q2: 173,532 shares; 2025Q3: 170,290 shares; 2025Q4: 180,072 shares; 2026Q1: 183,905 shares 183,905 $24.3M 0.03% +3,833 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,543 shares; 2024Q4: 51,118 shares; 2025Q1: 50,672 shares; 2025Q2: 54,804 shares; 2025Q3: 53,545 shares; 2025Q4: 47,792 shares; 2026Q1: 55,820 shares 55,820 $24.2M 0.03% +8,028 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,291 shares; 2024Q4: 150,455 shares; 2025Q1: 151,835 shares; 2025Q2: 118,439 shares; 2025Q3: 71,338 shares; 2025Q4: 79,328 shares; 2026Q1: 579,404 shares 579,404 $24.1M 0.03% +500,076 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534,433 shares; 2024Q4: 248,727 shares; 2025Q1: 276,778 shares; 2025Q2: 297,919 shares; 2025Q3: 333,235 shares; 2025Q4: 349,023 shares; 2026Q1: 332,710 shares 332,710 $23.9M 0.03% -16,313 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,101 shares; 2024Q4: 39,319 shares; 2025Q1: 42,575 shares; 2025Q2: 48,984 shares; 2025Q3: 50,909 shares; 2025Q4: 43,808 shares; 2026Q1: 34,877 shares 34,877 $23.8M 0.03% -8,931 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,008 shares; 2024Q4: 51,070 shares; 2025Q1: 56,478 shares; 2025Q2: 190,527 shares; 2025Q3: 279,763 shares; 2025Q4: 266,532 shares; 2026Q1: 211,168 shares 211,168 $23.7M 0.03% -55,364 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,547 shares; 2024Q4: 42,949 shares; 2025Q1: 43,797 shares; 2025Q2: 44,751 shares; 2025Q3: 45,611 shares; 2025Q4: 52,063 shares; 2026Q1: 65,981 shares 65,981 $23.6M 0.03% +13,918 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,495 shares; 2024Q4: 123,002 shares; 2025Q1: 141,536 shares; 2025Q2: 145,022 shares; 2025Q3: 157,054 shares; 2025Q4: 303,691 shares; 2026Q1: 391,348 shares 391,348 $23.5M 0.03% +87,657 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,697 shares; 2024Q4: 215,254 shares; 2025Q1: 190,799 shares; 2025Q2: 178,427 shares; 2025Q3: 173,643 shares; 2025Q4: 206,456 shares; 2026Q1: 158,822 shares 158,822 $23.3M 0.03% -47,634 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,031 shares; 2024Q4: 67,473 shares; 2025Q1: 65,959 shares; 2025Q2: 64,653 shares; 2025Q3: 118,395 shares; 2025Q4: 218,339 shares; 2026Q1: 362,976 shares 362,976 $23.3M 0.03% +144,637 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,294 shares; 2024Q4: 94,393 shares; 2025Q1: 70,308 shares; 2025Q2: 97,410 shares; 2025Q3: 99,747 shares; 2025Q4: 102,387 shares; 2026Q1: 96,834 shares 96,834 $23.2M 0.03% -5,553 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,900 shares; 2024Q4: 169,222 shares; 2025Q1: 171,719 shares; 2025Q2: 170,061 shares; 2025Q3: 168,714 shares; 2025Q4: 171,956 shares; 2026Q1: 174,235 shares 174,235 $23.1M 0.03% +2,279 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,785 shares; 2025Q1: 5,559 shares; 2025Q2: not reported; 2025Q3: 9,327 shares; 2025Q4: 12,485 shares; 2026Q1: 32,780 shares 32,780 $23M 0.03% +20,295 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985,003 shares; 2024Q4: 968,921 shares; 2025Q1: 974,063 shares; 2025Q2: 980,143 shares; 2025Q3: 998,928 shares; 2025Q4: 1,002,376 shares; 2026Q1: 1,016,435 shares 1,016,435 $22.7M 0.03% +14,059 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,320 shares; 2024Q4: 516,900 shares; 2025Q1: 601,588 shares; 2025Q2: 427,991 shares; 2025Q3: 566,855 shares; 2025Q4: 691,470 shares; 2026Q1: 990,866 shares 990,866 $22.7M 0.03% +299,396 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,550 shares; 2024Q4: 168,603 shares; 2025Q1: 144,845 shares; 2025Q2: 154,514 shares; 2025Q3: 159,826 shares; 2025Q4: 190,789 shares; 2026Q1: 165,054 shares 165,054 $22.6M 0.03% -25,735 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,016 shares; 2024Q4: 190,439 shares; 2025Q1: 192,728 shares; 2025Q2: 197,988 shares; 2025Q3: 200,579 shares; 2025Q4: 202,955 shares; 2026Q1: 196,050 shares 196,050 $22.5M 0.03% -6,905 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,466 shares; 2024Q4: 399,647 shares; 2025Q1: 392,416 shares; 2025Q2: 392,869 shares; 2025Q3: 398,405 shares; 2025Q4: 389,462 shares; 2026Q1: 467,767 shares 467,767 $22.5M 0.03% +78,305 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,521 shares; 2024Q4: 77,434 shares; 2025Q1: 73,587 shares; 2025Q2: 75,961 shares; 2025Q3: 76,070 shares; 2025Q4: 98,150 shares; 2026Q1: 94,184 shares 94,184 $22.4M 0.03% -3,966 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,057 shares; 2024Q4: 322,581 shares; 2025Q1: 310,772 shares; 2025Q2: 300,123 shares; 2025Q3: 326,431 shares; 2025Q4: 411,196 shares; 2026Q1: 654,649 shares 654,649 $22.2M 0.03% +243,453 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796,746 shares; 2024Q4: 833,844 shares; 2025Q1: 871,685 shares; 2025Q2: 900,245 shares; 2025Q3: 100,701 shares; 2025Q4: 102,327 shares; 2026Q1: 112,517 shares 112,517 $22.2M 0.03% +10,190 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,143 shares; 2024Q4: 132,359 shares; 2025Q1: 308,291 shares; 2025Q2: 358,151 shares; 2025Q3: 495,171 shares; 2025Q4: 1,051,968 shares; 2026Q1: 444,060 shares 444,060 $22.1M 0.03% -607,908 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,225 shares; 2024Q4: 187,943 shares; 2025Q1: 206,542 shares; 2025Q2: 224,061 shares; 2025Q3: 300,094 shares; 2025Q4: 367,553 shares; 2026Q1: 324,022 shares 324,022 $22.1M 0.03% -43,531 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,364 shares; 2024Q4: 8,720 shares; 2025Q1: 191,192 shares; 2025Q2: 192,694 shares; 2025Q3: 196,534 shares; 2025Q4: 198,169 shares; 2026Q1: 198,070 shares 198,070 $22.1M 0.03% -99 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,765 shares; 2024Q4: 86,718 shares; 2025Q1: 100,335 shares; 2025Q2: 883,796 shares; 2025Q3: 160,432 shares; 2025Q4: 212,945 shares; 2026Q1: 199,891 shares 199,891 $22.1M 0.03% -13,054 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,950 shares; 2024Q4: 138,209 shares; 2025Q1: 165,526 shares; 2025Q2: 188,192 shares; 2025Q3: 189,165 shares; 2025Q4: 193,698 shares; 2026Q1: 234,493 shares 234,493 $22M 0.03% +40,795 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,631 shares; 2024Q4: 312,376 shares; 2025Q1: 315,092 shares; 2025Q2: 315,355 shares; 2025Q3: 303,264 shares; 2025Q4: 306,107 shares; 2026Q1: 329,880 shares 329,880 $21.8M 0.03% +23,773 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437,889 shares; 2026Q1: 473,936 shares 473,936 $21.7M 0.03% +36,047 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,736 shares; 2024Q4: 80,340 shares; 2025Q1: 81,238 shares; 2025Q2: 84,073 shares; 2025Q3: 81,970 shares; 2025Q4: 60,035 shares; 2026Q1: 98,781 shares 98,781 $21.6M 0.03% +38,746 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 8,363 shares; 2025Q1: 17,570 shares; 2025Q2: 353,039 shares; 2025Q3: 372,304 shares; 2025Q4: 353,943 shares; 2026Q1: 364,705 shares 364,705 $21.5M 0.03% +10,762 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,071 shares; 2024Q4: 192,781 shares; 2025Q1: 205,064 shares; 2025Q2: 207,892 shares; 2025Q3: 206,738 shares; 2025Q4: 213,572 shares; 2026Q1: 225,629 shares 225,629 $21.4M 0.03% +12,057 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,148 shares; 2024Q4: 186,359 shares; 2025Q1: 208,190 shares; 2025Q2: 150,536 shares; 2025Q3: 340,277 shares; 2025Q4: 372,768 shares; 2026Q1: 411,048 shares 411,048 $21.3M 0.02% +38,280 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,853 shares; 2024Q4: 444,065 shares; 2025Q1: 458,595 shares; 2025Q2: 480,517 shares; 2025Q3: 457,801 shares; 2025Q4: 462,356 shares; 2026Q1: 453,295 shares 453,295 $21.3M 0.02% -9,061 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,782 shares; 2024Q4: 20,639 shares; 2025Q1: 18,012 shares; 2025Q2: 27,033 shares; 2025Q3: 54,792 shares; 2025Q4: 96,013 shares; 2026Q1: 160,869 shares 160,869 $21.2M 0.02% +64,856 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,546 shares; 2024Q4: 21,302 shares; 2025Q1: 19,566 shares; 2025Q2: 40,193 shares; 2025Q3: 64,140 shares; 2025Q4: 128,004 shares; 2026Q1: 252,871 shares 252,871 $21.2M 0.02% +124,867 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,680 shares; 2024Q4: 66,212 shares; 2025Q1: 69,572 shares; 2025Q2: 73,793 shares; 2025Q3: 76,503 shares; 2025Q4: 79,149 shares; 2026Q1: 79,539 shares 79,539 $21.2M 0.02% +390 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,833 shares; 2024Q4: 61,621 shares; 2025Q1: 70,839 shares; 2025Q2: 71,918 shares; 2025Q3: 59,914 shares; 2025Q4: 308,646 shares; 2026Q1: 344,384 shares 344,384 $21.1M 0.02% +35,738 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 15,386 shares; 2025Q1: 16,053 shares; 2025Q2: 28,374 shares; 2025Q3: 33,641 shares; 2025Q4: 46,652 shares; 2026Q1: 110,797 shares 110,797 $21.1M 0.02% +64,145 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,298 shares; 2025Q1: 11,809 shares; 2025Q2: 204,636 shares; 2025Q3: 253,720 shares; 2025Q4: 256,504 shares; 2026Q1: 228,520 shares 228,520 $21.1M 0.02% -27,984 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,373 shares; 2024Q4: 236,438 shares; 2025Q1: 244,984 shares; 2025Q2: 358,332 shares; 2025Q3: 367,902 shares; 2025Q4: 317,990 shares; 2026Q1: 329,299 shares 329,299 $21M 0.02% +11,309 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 10,606 shares; 2025Q1: 8,787 shares; 2025Q2: 8,497 shares; 2025Q3: 6,273 shares; 2025Q4: 13,560 shares; 2026Q1: 64,434 shares 64,434 $21M 0.02% +50,874 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231,080 shares; 2026Q1: 230,000 shares 230,000 $20.9M 0.02% -1,080 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,633 shares; 2024Q4: 73,845 shares; 2025Q1: 75,825 shares; 2025Q2: 76,997 shares; 2025Q3: 75,678 shares; 2025Q4: 77,595 shares; 2026Q1: 76,278 shares 76,278 $20.8M 0.02% -1,317 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,642 shares; 2024Q4: 105,581 shares; 2025Q1: 156,566 shares; 2025Q2: 163,578 shares; 2025Q3: 162,700 shares; 2025Q4: 156,037 shares; 2026Q1: 256,666 shares 256,666 $20.7M 0.02% +100,629 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,695 shares; 2024Q4: 271,670 shares; 2025Q1: 202,949 shares; 2025Q2: 242,378 shares; 2025Q3: 256,457 shares; 2025Q4: 227,221 shares; 2026Q1: 261,458 shares 261,458 $20.7M 0.02% +34,237 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,223 shares; 2025Q1: 7,061 shares; 2025Q2: 8,715 shares; 2025Q3: 9,541 shares; 2025Q4: 39,033 shares; 2026Q1: 90,126 shares 90,126 $20.6M 0.02% +51,093 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,707 shares; 2024Q4: 277,084 shares; 2025Q1: 272,178 shares; 2025Q2: 274,585 shares; 2025Q3: 212,463 shares; 2025Q4: 163,330 shares; 2026Q1: 240,888 shares 240,888 $20.5M 0.02% +77,558 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,485 shares; 2024Q4: 599,767 shares; 2025Q1: 601,981 shares; 2025Q2: 608,762 shares; 2025Q3: 136,896 shares; 2025Q4: 190,223 shares; 2026Q1: 212,506 shares 212,506 $20.4M 0.02% +22,283 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,138 shares; 2024Q4: 320,787 shares; 2025Q1: 321,174 shares; 2025Q2: 320,308 shares; 2025Q3: 315,201 shares; 2025Q4: 308,653 shares; 2026Q1: 310,388 shares 310,388 $20.3M 0.02% +1,735 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,820 shares; 2024Q4: 522,562 shares; 2025Q1: 608,726 shares; 2025Q2: 581,684 shares; 2025Q3: 493,596 shares; 2025Q4: 537,610 shares; 2026Q1: 704,182 shares 704,182 $20.2M 0.02% +166,572 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640,373 shares; 2024Q4: 496,494 shares; 2025Q1: 494,395 shares; 2025Q2: 493,567 shares; 2025Q3: 484,706 shares; 2025Q4: 475,105 shares; 2026Q1: 493,952 shares 493,952 $20.2M 0.02% +18,847 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976,305 shares; 2024Q4: 1,018,222 shares; 2025Q1: 1,048,063 shares; 2025Q2: 280,895 shares; 2025Q3: 259,289 shares; 2025Q4: 279,408 shares; 2026Q1: 539,216 shares 539,216 $20.1M 0.02% +259,808 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,325 shares; 2024Q4: 85,337 shares; 2025Q1: 107,729 shares; 2025Q2: 122,129 shares; 2025Q3: 121,698 shares; 2025Q4: 149,338 shares; 2026Q1: 178,322 shares 178,322 $20M 0.02% +28,984 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,597 shares; 2024Q4: 73,706 shares; 2025Q1: 79,273 shares; 2025Q2: 78,717 shares; 2025Q3: 79,291 shares; 2025Q4: 79,757 shares; 2026Q1: 68,255 shares 68,255 $20M 0.02% -11,502 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317,747 shares; 2026Q1: 374,032 shares 374,032 $19.8M 0.02% +56,285 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,208 shares; 2024Q4: 101,978 shares; 2025Q1: 105,735 shares; 2025Q2: 237,967 shares; 2025Q3: 243,437 shares; 2025Q4: 168,017 shares; 2026Q1: 144,830 shares 144,830 $19.7M 0.02% -23,187 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,512 shares; 2024Q4: 38,227 shares; 2025Q1: 38,089 shares; 2025Q2: 40,501 shares; 2025Q3: 50,918 shares; 2025Q4: 85,769 shares; 2026Q1: 89,697 shares 89,697 $19.6M 0.02% +3,928 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,606 shares; 2024Q4: 103,926 shares; 2025Q1: 112,049 shares; 2025Q2: 123,239 shares; 2025Q3: 143,465 shares; 2025Q4: 157,205 shares; 2026Q1: 209,442 shares 209,442 $19.6M 0.02% +52,237 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,696 shares; 2024Q4: 77,999 shares; 2025Q1: 75,174 shares; 2025Q2: 74,224 shares; 2025Q3: 78,285 shares; 2025Q4: 84,589 shares; 2026Q1: 179,052 shares 179,052 $19.5M 0.02% +94,463 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,208 shares; 2024Q4: 255,303 shares; 2025Q1: 256,210 shares; 2025Q2: 282,721 shares; 2025Q3: 298,948 shares; 2025Q4: 351,333 shares; 2026Q1: 359,818 shares 359,818 $19.5M 0.02% +8,485 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,376 shares; 2024Q4: 65,553 shares; 2025Q1: 64,259 shares; 2025Q2: 62,752 shares; 2025Q3: 63,727 shares; 2025Q4: 64,230 shares; 2026Q1: 61,656 shares 61,656 $19.3M 0.02% -2,574 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 14,578 shares; 2025Q1: 16,474 shares; 2025Q2: 24,619 shares; 2025Q3: 26,001 shares; 2025Q4: 51,480 shares; 2026Q1: 116,564 shares 116,564 $19.2M 0.02% +65,084 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,942 shares; 2024Q4: 27,948 shares; 2025Q1: 32,442 shares; 2025Q2: 38,226 shares; 2025Q3: 41,424 shares; 2025Q4: 83,452 shares; 2026Q1: 80,310 shares 80,310 $19.2M 0.02% -3,142 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,825 shares; 2025Q1: 4,462 shares; 2025Q2: 6,030 shares; 2025Q3: 14,838 shares; 2025Q4: 37,780 shares; 2026Q1: 39,977 shares 39,977 $19.2M 0.02% +2,197 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,121 shares; 2024Q4: 58,654 shares; 2025Q1: 56,298 shares; 2025Q2: 56,291 shares; 2025Q3: 53,634 shares; 2025Q4: 62,756 shares; 2026Q1: 52,930 shares 52,930 $19M 0.02% -9,826 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,026 shares; 2024Q4: 25,106 shares; 2025Q1: 21,871 shares; 2025Q2: 21,256 shares; 2025Q3: 22,759 shares; 2025Q4: 530,546 shares; 2026Q1: 525,496 shares 525,496 $18.9M 0.02% -5,050 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,618 shares; 2024Q4: 80,889 shares; 2025Q1: 85,673 shares; 2025Q2: 93,970 shares; 2025Q3: 108,295 shares; 2025Q4: 85,839 shares; 2026Q1: 95,582 shares 95,582 $18.9M 0.02% +9,743 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,293 shares; 2025Q4: 120,835 shares; 2026Q1: 256,795 shares 256,795 $18.9M 0.02% +135,960 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,820 shares; 2024Q4: 413,004 shares; 2025Q1: 432,037 shares; 2025Q2: 380,315 shares; 2025Q3: 310,091 shares; 2025Q4: 572,175 shares; 2026Q1: 585,370 shares 585,370 $18.7M 0.02% +13,195 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,029 shares; 2024Q4: 504,198 shares; 2025Q1: 431,180 shares; 2025Q2: 381,365 shares; 2025Q3: 279,503 shares; 2025Q4: 269,982 shares; 2026Q1: 247,259 shares 247,259 $18.7M 0.02% -22,723 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,641 shares; 2024Q4: 442,375 shares; 2025Q1: 441,668 shares; 2025Q2: 334,251 shares; 2025Q3: 329,796 shares; 2025Q4: 162,068 shares; 2026Q1: 167,277 shares 167,277 $18.6M 0.02% +5,209 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,592 shares; 2024Q4: 368,555 shares; 2025Q1: 376,950 shares; 2025Q2: 368,386 shares; 2025Q3: 349,436 shares; 2025Q4: 380,422 shares; 2026Q1: 395,473 shares 395,473 $18.6M 0.02% +15,051 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,110 shares; 2024Q4: 50,475 shares; 2025Q1: 128,554 shares; 2025Q2: 178,144 shares; 2025Q3: 200,142 shares; 2025Q4: 169,582 shares; 2026Q1: 225,114 shares 225,114 $18.6M 0.02% +55,532 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,573 shares; 2024Q4: 162,800 shares; 2025Q1: 170,912 shares; 2025Q2: 169,314 shares; 2025Q3: 224,615 shares; 2025Q4: 235,936 shares; 2026Q1: 549,470 shares 549,470 $18.2M 0.02% +313,534 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796,246 shares; 2024Q4: 660,229 shares; 2025Q1: 656,840 shares; 2025Q2: 740,805 shares; 2025Q3: 708,076 shares; 2025Q4: 662,150 shares; 2026Q1: 693,474 shares 693,474 $18.2M 0.02% +31,324 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347,026 shares; 2026Q1: 319,661 shares 319,661 $18.2M 0.02% -27,365 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 10,038 shares; 2025Q1: 16,863 shares; 2025Q2: 29,108 shares; 2025Q3: 42,344 shares; 2025Q4: 70,316 shares; 2026Q1: 73,323 shares 73,323 $18.2M 0.02% +3,007 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 184,211 shares; 2025Q3: 279,500 shares; 2025Q4: 595,021 shares; 2026Q1: 551,902 shares 551,902 $18.2M 0.02% -43,119 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,271 shares 210,271 $18.1M 0.02% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,327 shares; 2024Q4: 90,092 shares; 2025Q1: 144,475 shares; 2025Q2: 181,319 shares; 2025Q3: 432,102 shares; 2025Q4: 914,233 shares; 2026Q1: 689,354 shares 689,354 $18.1M 0.02% -224,879 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,659 shares; 2024Q4: 186,985 shares; 2025Q1: 182,108 shares; 2025Q2: 197,258 shares; 2025Q3: 199,379 shares; 2025Q4: 205,187 shares; 2026Q1: 218,893 shares 218,893 $18M 0.02% +13,706 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,984 shares; 2024Q4: 177,299 shares; 2025Q1: 278,442 shares; 2025Q2: 305,646 shares; 2025Q3: 296,302 shares; 2025Q4: 314,417 shares; 2026Q1: 304,418 shares 304,418 $18M 0.02% -9,999 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,486 shares; 2024Q4: 178,214 shares; 2025Q1: 161,692 shares; 2025Q2: 264,759 shares; 2025Q3: 268,984 shares; 2025Q4: 397,276 shares; 2026Q1: 459,776 shares 459,776 $17.9M 0.02% +62,500 Timeline